About Us
Outlook Financial Solutions (Outlook) is a subsidiary of the SFG Australia Limited. The holding company, SFG Australia Limited, is listed on the ASX. Management, founders and staff, in aggregate, are significant shareholders.
Outlook Financial Solutions Pty Ltd (ABN 40 083 233 925) has its own Australian Financial Services Licence (AFSL 240959).
Outlook is a specialist financial services organisation assisting clients to achieve their financial goals and enhance their lifestyle. Outlook provides complete financial solutions including financial planning, superannuation, investment, personal insurance, estate planning and mortgage advice to help clients achieve their goals in the most effective and efficient manner.
Overall, Outlook has approximately $2.2 billion funds under advice.
The ownership structure combined with scale of operations puts Outlook in an enviable position of providing advice solutions suitable for a broad range of clients at a very competitive pricing structure offering a complete financial service solution that is both dynamic and flexible.
Outlook has national operating capability with salaried financial planners in Melbourne, Sydney, Brisbane, Perth and Adelaide and a phone advice service.
Outlook provides financial advice and related specialist services to credit unions, corporate superannuation funds, industry superannuation funds, corporations, trade associations and other organisations.