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 PLANNERTM
(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:
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 which is deducted from your refunded fees, commissions and brokerage.
Our No Advice Service refunds commission, sales fees and brokerage on:
At Refund Easy, we also provide
Fixed Rate / Fee for Service financial planning advice
as a
CERTIFIED FINANCIAL PLANNERTM
(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.
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:
Superannuation Funds,
SMSF,
Allocated Pensions,
Managed Investments
& Margin Loans.
Trailing commissions are refunded less our low monthly fee.
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 PLANNERTM
(CFP®)
and are
satisfied with the value of service they are receiving.
For these people who value the advice from a
CERTIFIED FINANCIAL PLANNERTM
(CFP®)
we also provide a
Fixed Rate / Fee for Service Financial Planning Service.
By establishing a new loan with our referral partners
we will rebate 100% of the upfront commission received by Refund Easy to you.
To submit an Inquiry regarding our Home Loan / Mortgage Commission Refund Service, please go to our
HOME LOANS page where you can submit an inquiry online.
It's all about choice!
|
