freecall
financial planning financial planner financial plan financial planners financial planning advice financial planning services financial planning retirement personal financial plan financial planning consultant certified fee only financial planners cfp cfp australia
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
WHO ARE WE?
SUPERANNUATION
ALLOCATED PENSIONS
INVESTMENTS
INSURANCE
FIXED FEE FINANCIAL PLAN
THE VALUE OF ADVICE
SMSF PROVIDERS
TAX REFUNDS
HOME LOANS
FINANCIAL SERVICES GUIDE
TESTIMONIALS
PROMOTIONS
DOWNLOAD FORMS
CONTACT US
refund ... easy
... it's all about choice


Insurance Policies - No Advice Commission Refund Service

Insurance policies such as

  • Income Protection Insurance
  • Salary Continuance Insurance
  • Death Insurance
  • Total & Permanent Disability TPD Insurance
  • Trauma Insurance
  • Disability Insurance

Can have a trailing commission between 5% and 30% of your policy. For example, if your premium is $1,500 per year you could be paying between $75 and $500 in trailing commission. By nominating Refund Easy you could receive this amount paid to you in quarterly installments less the Refund Easy monthly fee.

For those with Existing Insurance Policies

Simply nominate Refund Easy as your broker. Please complete a separate form for each platform you have.

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 extra fees or charges are levied on your policy.


New Insurance Policies.

We understand it's all about choice, so we will lodge insurance applications on your behalf with no entry fee on a no advice basis. (Click here for No Advice Insurance Application Service.)

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