Refund Easy Financial Planning
Insurance in Glen Eira

At refund easy it's all about choice. 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. 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. 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. We also provide some no advice services for thoses who want to do their own homework and select investments and insurance products. Most common strategies have fixed prices and we refund commissions built into products. At refund easy we provide fee for service financial planning advice on superannuation, allocated pensions, insurance and managed funds by a certified financial planner. It's your choice.

Refund Easy Pt Ltd undertakes to refund a significant segment of the follow commission built into a range of financial products that includes superannuation, allocated pensions, managed funds and insurance. Our clients receive their refunds QUARTERLY, not annually. Couples receive a discount and are processed under one income threshold and therefore each person receives a higher refund. We produce the cost of any licensing fees and refund you 100 of what we receive on your behalf. The commission we refund to you be the alike commission that would be paid to the current adviser to hide his business costs. As such, if you nominate us to refund your commission you are also cutting off the income to the current adviser to run his business in which case he will provide you with no further advice or service. Even though Refund Easy is based in Melbourne, we will happily help you no matter where you are in Australia. Providing a 1300 number so you will only ever pay the cost of a local call to reach us. If you are not pleased with our services, we will yield you with a impartial process to resolve any differences that may exist.

Refund Effortless helps you get what’s yours four times a year. The form can be Faxed, Posted or Emailed to us. Enter the relevant figures into the fields below and we’ll divulge you what your estimated refund could be. This calculator produces an estimate only based on the assumptions that Superannuation commission is 0.6 of the balance, Allocated Pensions commission is 0.6 of the balance, Managed Fund commission is 0.6 of the balance, and Insurance commission is 11 of the annual premium. Buying your own home is one of the maximum crucial financial decisions you can make. Whether you are a beginning time home buyer, paying off your vogue mortgage or looking at ways to increase your tomorrow wealth, having sound, professional advice is essential. With so many home loans available on the market, choosing the correct home loan is more intricate than ever. Impartial because your current home loan was once competitive doesn’t unkind it still is! If you have paid off your home, you are now in the perfect position to use your home as equity to create wealth. We labor with referral partners who can assist you unlock the equity in your home. Refund Effortless are now capable to offer you refund on your Business Insurance. We can now help you with your Business Insurances via the products and services being offered by Modern Risk Solutions. We have negotiated that piece of the commission Modern Risk Solutions take for providing this service will be paid to Refund Effortless as a referral fee and then refunded to you as part of the ordinary quarterly refunds you receive. Mike Cole from Unused Risk Solutions says, The beauty of an insurance audit is that an industry specialist works with you to determine exactly what risks your business faces and then it’s your finest if you want to proceed with them. We think you will be very impressed with what we discover, and what alternatives we reach up with. A prime focus for us is insurance across a wide range of industries, particularly providing corporate service for trivial to moderate enterprises. Overhead all, they have a set standard of service that is appreciated by everyone from their smallest client to their largest. Trustworthy The Strength when you need it! We would recommend Refund Easy to anyone. Darryl was also extremely advantageous when we required to make an insurance claim due to health issues we couldn’t have had better or friendlier assistance from him, both with completing claim forms and generally dealing with the insurance company. I wish I had known about Refund Easy years ago. One phone call and they do the rest, with a cheque paid into my account every quarter. It is great getting our refund each quarter. Lovely to see it going in where once it was going out.