Refund Easy Pty Ltd
About Refund Easy Pty LtdLow/Fixed Fee Financial Planning and NO ADVICE Commission or Fee Refund Service for Superannuation Funds, Managed Funds, Insurance Policies, Allocated Pensions, Margin Loans. Certified Financial Planner (CFP).
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More InformationDo you want your sales commission refunded to you quarterly on:
* Managed Funds?
* Insurance Policies?
* Allocated Pensions?
* Margin Loans?
Do you want to find out more about our Fixed Price Fee For Service Financial Planning Service?
* Managed Funds
* Allocated Pensions
* Margin Loans
REFUND EASY ... IT'S ALL ABOUT CHOICE!
Refund Easy is committed to providing investors with CHOICE in relation to fees, commissions and brokerage and fixed price financial planning. As a Certified Financial Planner (CFP) I am aware of the value financial planning can add. I am also aware that many people want to do their own thing and do not want to pay fees, commissions and brokerage to a financial planner.
We provide the following services:
NO ADVICE Commission or Fee Refund Service
Did you know you can be paying up to 0.6% trailing commission on Superannuation, Allocated Pensions, Managed Investments and Margin Loans & 10%-30% trailing commission on Income Protection, Disability Insurance, Death and TPD insurance. This can add up to hundreds if not thousands of dollars.
With our No Advice Service, we will refund it to you.
With our No Advice Service you only pay a small monthly fee of $25, which is deducted from your refunded fees, commissions and brokerage. Our No Advice Service refunds commission, sales fees and brokerage on: Superannuation Funds, Managed Funds, Insurance Policies, Allocated Pensions & Margin Loans
Fixed Rate Financial Planning / Fee For Service Financial Planning
At Refund Easy, we also provide Fixed Rate / Fee for Service financial planning advice as a Certified Financial Planner (CFP) for: Superannuation Funds, SMSF, Allocated Pensions, Managed Investments, Insurance Policies & Margin Loans.
With our Fixed Rate Fee For Service Financial Planning Services we will refund any additional commission, sales fees and brokerage quarterly.
NO ADVICE Investment Lodgement Service
We understand it's all about choice, so we will lodge investments on your behalf with no entry fee on a no advice basis for: for: Superannuation Funds, SMSF, Allocated Pensions, Managed Investments & Margin Loans.
Trailing commissions are refunded less our low monthly fee of $25.
NO ADVICE Insurance Application Service
For a fee of $500 per application we will lodge your application with the life insurance company for: Life Insurance, TPD Insurance (Total & Permanent Disability Insurance), Income Protection Insurance, Trauma Insurance, Disability Insurance & Salary Continuance Insurance.
We will refund 100% of the commission received after the 12 month drawback period has expired.
Because we believe in the value of advice for clients we suggest the NO ADVICE SERVICE may not be appropriate for clients who currently use the services of a Certified Financial Planner (CFP) and are satisfied with the value of service they are receiving. For these people who value the advice from a Certified Financial Planner (CFP) we also provide a Fixed Rate / Fee for Service Financial Planning Service.
It's all about choice!
Where you can find Refund Easy Pty LtdFinancial Planners > VIC > Melbourne
Insurance > VIC > Melbourne
Superannuation > VIC > Melbourne
Managed Funds > VIC > Melbourne