for the employee
Outlook is a complete financial solution provider, so employees can benefit from a range of services such as financial advice, tax & accounting, mortgages, insurance, retirement and estate planning.
Pricing and services are tiered so that employees/ members can benefit at a level that is well suited to their circumstances and their budget.
Outlook provides easy access to financial advice and guidance through multiple channels. This is in addition to appointments at any of the Outlook offices.
Advice over the phone – Outlook Direct Solutions
Outlook Direct Solutions is a team of qualified financial planners providing advice over the phone. Convenient and cost effective options are provided for people seeking professional advice. Services offered over the phone include:
- Super Health Check - A six point check of key aspects of your superannuation, including investment choice, contributions, insurance within super, binding death nominations and retirement income projections
- Limited advice on financial planning issues
- Personal Insurance
- Mortgage services
- Wills & Powers of Attorney
In most cases Outlook can also arrange advisor visitations to your business site.
A tailored education package
Outlook provides education and guidance to inform and support the decision making process. Current initiatives include:
- On-site educational seminars covering all age groups, financial issues and options
-
Online seminars (webinars) that provide a quick and convenient way of obtaining further information
- Personalised super report that uses the employee’s current superannuation status to put their financial future in perspective and helps identify ways to take control
of the future
- Newsletters to keep members up-to-date with issues and strategies
- Seminar follow up program to ensure that any queries arising from the seminar are answered by a qualified adviser
- Outlook Benefit Central provides an online service that gives members access to projections, calculators and tools for checking their superannuation status
To find out how Outlook can assist you call us today on 1300 657 872.