Investing
Refund Easy Financial Planning
Open today
9:00 am - 5:30 pm
Refund Easy Financial Planning
At Refund Easy it's all about choice.At Refund Easy we provide fee for service financial planning advice on superannuation, allocated pensions, insurance and managed funds by a Certified Financial Planner.
Most common strategies have fixed prices and we refund commissions built into products.
We also provide some no advice services for thoses who want to do their own homework and select investments and insurance products.
We have alliances with mortgage brokers and can arrange to have up to 30% of your upfront commission refunded on new home loans, subject to you retaining the loan for at least 12 months.
If you are thinking of setting up a Self Managed Superannuation Fund we can introduce you to partners who specialise in the set up, administration and audit of an SMSF.
For more information about all the services we provide please go our website www.refundeasy.com.au or call me on 1300 992 889.
We are local and look forward to meeting you.
It's your money.
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