Financial Planning

WECU provides you with easy access to financial advice through our strategic partnership with Outlook Financial Solutions. This relationship gives all members, nationwide access to a high quality, reasonably priced, personalised financial advisory service.

Outlook Financial Solutions (Outlook) is a subsidiary of Snowball Group Pty Ltd (Snowball). Snowball is a specialist financial services organisation and is not aligned with any bank or life company. Their focus is on providing integrated financial planning, superannuation, investment, insurance, estate planning and accounting services to clients in an efficient and cost effective way.

Outlook focuses on helping clients achieve their financial and lifestyle goals in the most effective manner. Their services include financial education, guidance and advice. Outlook has its own AFSL (Australian Financial Services Licence) for provision of general and personal advice.

Outlook has an in-depth understanding and many years experience in the financial services industry.

Their goal is to make financial advice more accessible. This extends beyond expanding our geographic reach, to providing easy to understand information and relevant advice delivered by people with whom you feel comfortable. Outlook is always looking for ways to make the financial planning process easier, simpler, and productive for you!

When you choose Outlook, you choose a team of specialists committed to your financial well-being.

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Questions?

If you have any questions, please contact us