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Financial Planning - Low/Fixed Fee. Certified Financial Planner (CFP).
Financial Planning - Low/Fixed Fee. Certified Financial Planner (CFP). FINANCIAL PLANNING · COMMISSION REFUNDS · INVESTMENT · INSURANCE
HOME Commissions Refunded on ... Superannuation · Managed Funds · Insurance Policies · Allocated Pensions · Margin Loans
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refund ... easy
... it's all about choice


We refund commission, sales fees and brokerage to you quarterly.

It's easy to do!

Did you know that built into your investment and insurance policies you could be paying commissions of up to:

  • 0.6% trailing commission on Superannuation, Allocated Pensions, Managed Investments & Margin Loans.
  • 10%-30% on Income Protection, Disability Insurance, Death and TPD Insurance.

This can up to hundreds if not thousands of dollars. We will refund it to you.

For a small monthly fee, which is deducted from your trail commission, we will refund all your trail commissions from your policies and post you a cheque every quarter with an itemised statement.

Example: Super Funds $250,000 x 0.5% $1,250
Managed Funds $50,000 x 0.5% $250
Insurance Premiums $1,500 x 10% $150
  $1,650
Less Refund Easy fee $280
YOUR REFUND  $1,370

Choose the products you have from the list below, click on them, and follow the instructions ... Easy! ... and we will refund your commissions quarterly.

If you have any questions:

Refund commissions on my:

Superannuation Funds Managed Funds Insurance Policies
Allocated Pensions Margin Loans  
how much commission

By nominating Refund Easy as your broker it does not alter your investment in any way.

  • It will not trigger any capital gains tax issues
  • You will still own and control the investment/policy
  • Refund Easy cannot transact on your investment
  • You will now receive a quarterly cheque for the trail commission less our monthly fee across all your investments (not per investment)
  • No entry fees will be charged on future investments
  • No extra fees or charges are levied on your fund.

Click on any of the links below to get your commission refunds started.

Superannuation Funds Managed Funds Insurance Policies
Allocated Pensions Margin Loans  


It's all about choice!

refund ... easy ... it's all about choice