Accountants

Positive Outlook Financial Planning Pty

2 Reviews

101 Beleura Hill Rd

Mornington, VIC, 3931

Positive Outlook Financial Planning Pty

Vision, understanding and results

CPA qualified. Tax, corporate and superannuation specialists. Catering to the individual, self employed to small to medium sized businesses. All business services under the one roof including financial planning and funding specialisations.

Contact details

Services

  • Tax Planning
  • Tax Services
  • Financial Planning

Specialisation

  • Family Business
  • Corporate
  • Trusts

REVIEWS (2)

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Ant0303
OVER 7 years AGO

Positive Outlook has look after my accounting requirements with both professionalism and commitment. They are now offering truly independent financial planning services. Leanne is the first professional to be an authorised representative of CPA Advice. Any commissions that Positive Outlook earns is immediately given to the client. To me, that is putting your client's interest well above her own. I will be certainly be continuing my alliance with Positive Outlook in the years to come.

Outlook AB
OVER 13 years AGO

Brilliant service and advice. Their tax strategies saved me a significant amount of taxation and positioned me to further increase my wealth creation strategy. Highly recommended; particularly for small to medium sized businesses. Their services just do not stop at simple accounting but rather bring together a multitude of disciplines [legal, financial planning] to achieve my desired objectives.

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