How to make an appointment

Contact Outlook on 1300 657 872 or email This e-mail address is being protected from spam bots, you need JavaScript enabled to view it for an appointment.

A tiered advice service is provided, where members can choose the level of advice they require. This can range from advice limited to a specific issue, for example a salary sacrifice strategy, to a comprehensive plan where the member’s complete financial situation is assessed and advice provided accordingly.

The proposed financial strategy including all key technical components, summary of the member’s current situation, financial objectives and if appropriate, investment recommendations are documented in a Statement of Advice. Outlook will charge a dollar based fee for the preparation of the Statement of Advice, which is ultimately the basis of all future planning for the member.

Outlook offers the flexibility and convenience of accessing professional, high quality advice over the phone in addition to face to face meetings. So when it’s inconvenient to meet an advisor due to time, location or other concerns, call Outlook for advice. Or simply call in and see an advisor to discuss ways of securing your financial future.

Call Outlook on 1300 657 872 today. The initial discussion is a free, no obligation consultation.