Financial Advice

Need a professional plan?

Super and the retirement process can be very confusing and everybody has different needs. Here's a solution. Consider getting some quality, personalised financial advice that takes into account where you are now and where you want to be in the future, such as that provided by Outlook Financial Solutions (ABN 40 083 233 925 AFSL 240959).

Personal financial advice is provided by Outlook on a fee-for-service¹ basis. The fees are based on your individual circumstances and discussed with you prior to the preparation of advice. In some cases where advice results in the acquisition or purchase of a product external to superannuation, Outlook may generate a commission through this product. Where this occurs this will be fully disclosed.

Get a referral¹

Preferred fee terms negotiated for Accountants Super members are available only if you contact Outlook with a referral from the Fund.

If you're interested in accessing this service or simply want further information, please contact our Member Services Team by email at  memberservices@accountants-super.com or call 1300 651 311.

To find out more about Outlook Financial Solutions, visit their website.

¹eo Financial Services Pty Ltd offers members this referral service for financial planning and advice services of Outlook Financial Solutions Pty Ltd (ABN 40 083 233 925, Australian Financial Services Licence number 240959) [Outlook]. No recommendation (express or implied) or other information should be acted upon without obtaining personal advice from a Representative of Outlook. Outlook generally operates on a fee-for-service basis which is disclosed up-front to the member prior to receiving the advice. In some cases where advice results in the acquisition or purchase of a product other than a Professional Associations Superannuation Fund product. Outlook may generate a commission through this product. Where this occurs this will be fully disclosed to the member.