Financial fitness can save you money
Personal financial advice
Accountants Super, through its partnership with Outlook Financial Solutions, offers members quality personal financial advice covering a range of common personal concerns.
If you're interested in accessing this service or simply want further information, please contact our Member Services team.
- Super Health Checks
- Retirement planning
- Wealth creation
- Savings plans and education/specific event funding, gifts and inheritances
- Redundancies
- Centrelink entitlements
- Insurance
- Estate planning
- Tax minimisation strategies.
Advice options
We understand that in different circumstances, your needs may vary - ranging from examining a single issue through to a comprehensive review of your circumstances. For this reason, our referrals cover a suitably flexible approach to plan preparation.
For example, one simple form of advice - the Super Health Check - is a one-on-one phone consultation targetting how best to mange your superannuation savings. For more complex issues and advice on other aspects of your financial future members are offered a 10% discount on standard Statement of Advice (SoA) fees.
| Your employer may already have a nominated financial planner, or have an association with a financial planning group. Before contacting us about these services, check with your employer. |
The cost of advice
Personal financial advice is provided by Outlook on a fee-for-service basis. The fees are based on your individual circumstances and discussed with you prior to the preparation of advice.
If you require advice in areas or products outside Accountants Super, subsequent to our referral, you will have access to Outlook's clearly-defined range of ongoing service packages. The costs of any service will be detailed prior to commencement.
| For more information on costs and discounts, or to arrange a consultation or referral, please contact your local Member Services Consultant. |
