You have made the right choice to be an active decision maker in your financial future. All assistance we provide will be based on your individual needs and circumstances. Details provided here relate to our phone advice service. This is a convenient and cost effective option for busy people who seek professional advice on only a specific aspect of their finances.

Step 1 – Contact us
Call or email us and we’ll arrange a suitable time to discuss your needs. The initial discussion is free of cost or obligation. It focuses on understanding you and your requirements.

Step 2 - Advice Preparation

You will receive documented advice prepared by a fully qualified team of professionals. Review the advice carefully and discuss it in detail with your adviser.

Pricing

Step 3 – Implementation & review
We can assist in implementing your decisions and reviewing these on a regular basis. Discuss the options with your adviser.

* Advice fee may not apply for some super related advice where Outlook Financial Solutions is the attached adviser to your employer nominated super fund and is receiving a retainer or fee from your employer. Please confirm with your adviser.

Estate Planning services – pricing advised on discussion of needs.

For advice on complex or multiple issues, or where in-person contact is required, this fee schedule will not apply. The advice process will only proceed after you have been advised of any fees that apply and we receive your consent.