Snowball Group Limited (Snowball) is a specialist financial services company, listed on the Australian Stock Exchange.

Our focus is on providing integrated financial planning, superannuation, investment, insurance, estate planning and accounting services to its clients in an efficient and cost effective way.

Snowball selects and develops superannuation and other long-term savings products and systems to meet the needs of its clients.

Outlook Financial Solutions Pty Ltd (Outlook), Western Pacific Financial Group Pty Ltd (Western Pacific) and Outlook Tax & Accounting Solutions Pty Ltd (OTAS) are subsidiaries of Snowball.

While Western Pacific and Outlook provide financial planning, investment and related services, tax and accounting advice is provided by OTAS.

Western Pacific and Outlook, while run as separate distribution businesses, are highly complementary on a number of measures, including geographic reach, target customer base and investment philosophy. These differences deliver valuable diversification benefits in the form of multiple sales and revenue drivers and new opportunities for inorganic growth. Both businesses, share successful track records and common core values (the "ties that bind").

Western Pacific currently comprises fifty four advisers, housed within nineteen practices, which are owned and operated by the respective practice principals. Overall, Western Pacific has approximately $2 billion of funds under advice, and specialises in financial services for individuals seeking pre-retirement and retirement advice.

Outlook currently comprises twenty eight employed financial planners, including six from a joint venture with Queensland Teachers’ Credit Union, operating out of five offices and with approximately $2.25 billion of funds under advice.

Outlook also houses our specialist accounting, tax and self-managed super business, "Outlook Tax & Accounting Solutions", made up of sixteen qualified accountants. These financial planners and accountants provide their services to a broad range of customers (including "accumulators"), with a specialisation in providing advice to individuals via their connection with an employer, credit union or superannuation fund.

Snowball also has a well established telephone advice capability, enhancing our ability to service "accumulators" and members or employees of our affinity partners such as corporates, credit unions and industry funds.

Click here to read more about the Snowball family values and business growth strategy.