Outlook Financial Solutions Pty Ltd (Outlook) is the preferred provider of financial planning services to bankmecu customers. Outlook is recognised as a market leader within the financial planning profession and is committed to providing high quality strategic advice and personalised service. Outlook holds an Australian Financial Services Licence (Licence No. 240959), is a Principal Member of the Financial Planning Association of Australia Limited (FPA) and is also member of the Financial Industry Complaints Service (FICS).
SFG Australia Limited (formerly Snowball Group Limited) is a leading non-aligned client focused financial advice and end to end wealth management firm, listed on the Australian Securities Exchange.
They provide a full range of wealth management services to high net worth and affluent clients, including strategic financial advice, portfolio administration solutions, portfolio construction and management services, insurance (both general and risk) solutions, finance broking, stockbroking, and corporate superannuation services.
Outlook can provide advice in all areas of financial planning. These include:
- Superannuation
- Retirement planning
- Wealth creation
- Savings plans and education funding
- Centrelink entitlements
- Redundancies and rollovers
- Gifts and inheritances
- Insurance
- Estate planning
- Tax and accounting
- For further information about Outlook Financial Solutions, visit their website at http://www.outlookfs.com.au/
In addition to complete integrated financial advice Outlook can also help you with advice on on-off financial queries. Such a service may be suitable for people who only wish to consider a single aspect of their finances. For example, advice on choosing the right investment option for your superannuation, assessing your level of Centrelink support in retirement or even advice on developing savings plan to accumulate deposit for home purchase.
free information seminars
It is important to stay in control of your financial future. One of the ways of achieving this is through knowledge and information. Outlook conducts free seminars on a regular basis. These seminars are an excellent source of general information. Unlike other financial planning seminars, these sessions are not focused on product selling. The objective is to educate and inform people about the financial strategies and alternatives they could consider.
For more information or session details, call Outlook Financial Solutions on 1300 657 872 or email contactus@outlookfs.com.au
free information webinars
Click the links below for a brief online guide to:
would you like to know more?
You can make an appointment to meet one of Outlook's advisers or you can take advantage of the phone advice service, Outlook Direct Solutions.
Appointments available at bankmecu service centres and Outlook offices.
Offices in Brisbane, Sydney, Canberra, Melbourne, Adelaide & Perth.
Mail to: Locked Bag 74, Heidelberg, VIC, 3084
Telephone: 1300 657 872 (within Australia), +61 3 8458 0000 (International)
Facsimile: 1300 657 879 (within Australia), +61 3 8458 0099 (International)
Email: contactus@outlookfs.com.au