Financial fitness can save you money

Introducing Outlook Financial Solutions

The services of a financial planner can be compared to that of a personal trainer. Whilst we can all get by without a personalised fitness program, a personal trainer can keep us motivated, provide guidance and help us get the most out of our workout – much like a financial planner can do with your finances.

That's why at SMARTpension, we provide access to quality personal advice that's accessible and affordable for all of our members.

After careful consideration, Outlook Financial Solutions (Outlook) has been chosen as the preferred provider of personal financial advice to members.

Helping to enhance your outlook

Outlook Financial Solutions can provide advice in all areas of financial planning. These include:

• Superannuation
• Retirement planning
• Wealth creation
• Savings plans and education/specific event funding, gifts and inheritances
• Redundancies and rollovers
• Centrelink entitlements
• Insurance
• Estate planning
• Tax minimisation strategies.

 

Accessing advice

Unlike traditional financial planning practices, Outlook is structured to advise on queries ranging from a single issue to comprehensive on-going financial advice.

In addition to the traditional "face to face" meeting with a financial planner, you can also access professional advice over the phone and a further discounted rate.

Outlook offers you a no cost, no obligation initial consultation. You can use this opportunity to meet your adviser and understand how they can assist you in achieving your goals.

For more information, or to be referred to an Outlook Financial Planner, please email memberservices@smartpension.com.au

 

The cost of advice

Outlook has a flexible approach to plan preparation. You will be provided written advice tailored to suit you. The fee, which is discussed with you prior to the preparation of the advice, is based on your individual circumstances and does not include any commissions. All initial strategic advice is dollar based.

If you require advice in areas or products outside SMARTpension, Outlook will clearly detail the costs involved.

You are generally entitled to a minimum 10% discount on the price of face to face advice services offered by Outlook.

Outlook also offers a clearly defined range of ongoing service packages to suit all requirements. Costs of each service are clearly discussed with you prior to commencement.

For more information on costs and discounts, please contact your local Member Services Consultant.