About Us
Outlook Tax & Accounting Solutions Pty Ltd (trading as Outlook Financial Solutions) ("Outlook") is a subsidiary of Duncan Dovico Holdings Pty Ltd. Outlook Tax & Accounting Solutions Pty Ltd is a Registered Tax Agent.
The holding company, Duncan Dovico Holdings Pty Ltd, has nine (9) shareholders, including ASX listed financial services company, Snowball Group Limited. All shareholders are current Chartered or CPA qualified accountants working in the Sydney and Melbourne offices.
Outlook is a specialist financial services organisation assisting clients to achieve their financial goals and enhance their lifestyle. Outlook provide complete financial solutions to help clients achieve their goals in the most effective and efficient manner. Our services include financial education, guidance and advice to members of credit unions, major superannuation funds and at the workplace.
Overall, the new Outlook brand has approximately $1.8 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.
Outlook offers a complete financial service solution that is both dynamic and flexible.
Outlook has national operating capability with its own in-house, salaried Financial Planners in Queensland, NSW and Victoria , along with servicing relationships in place for the other states.
Outlook develops and markets superannuation and long-term savings advice and related specialist services to credit unions, corporate superannuation funds, industry superannuation funds, corporations, trade associations and other organisations.
Some of our credit union alliance partners are mecu, Queensland Teachers CU and Maroondah CU. We also provide financial education, guidance and advice programs through organisations like P& O, Fuji-Xerox, Alcatel, Transfield, Patricks and UXC.
The following summary of the key aspects of Outlook’s financial solution shows some of the potential benefits you can receive.
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Understanding and funding lifestyles
A focus on understanding your current and anticipated lifestyle needs to design appropriate financial solutions.
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Personalised, objective advice
Outlook is not owned by any bank or life company. This allows focus on your requirements and provision of advice and solutions that are tailored to your needs. Outlook financial planners are salaried employees of the business.
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Flexibility
The range of services provided allows you to choose and access the level of service you require.
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Training & compliance
All financial planners at Outlook are also individual members of the Financial Planning Association (FPA). In addition to an external organisation that assists and advises us on compliance, we have an internal compliance committee. Our procedures and policies are in line with legislative requirements and meet best
practice guidelines.
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Ongoing advice
Your financial strategy is reviewed regularly to incorporate any changes in your circumstances or requirements. Regular reports and recommendations ensure that your investments remain aligned to your strategy.
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Ongoing service & support
Easy access to financial planners and client services staff for any queries and assistance.
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Regular updates & education
Newsletters, briefings and formal and informal discussions are an integral part of the services provided by Outlook. We aim to improve the financial awareness and understanding of our clients. We do this by providing “plain English” explanations of complex financial issues and their effect on client situations.