Our Fees

Trailing Commissions on Existing Products

To provide our services, we operate a Corporate Authorised Representative of an Australian Financial Services Licensee, which is an essential requirement for receiving commissions from insurers. To cover the costs of maintaining this license, we retain a 30% portion of the commissions we receive.

The good news is, our fees are designed to be simple and transparent. After this percentage is applied, your net refund will be 70% of the commission we get from insurers, minus a flat handling fee of $90 plus GST. We take this handling fee directly from your refund, so you’ll never have to pay anything upfront.

Arranging New Insurances and Upfront Commission

Our fees for assisting with your application to purchase a financial product (note that this is non-advisory) is $900 + GST. Any upfront commissions received for placing the product is refunded to you less this fee. Our fee for processing future refunds will be $90 + GST.

Personal advice

If you need financial advice on life insurances, our fees will vary depending on your needs, but our initial meeting is complimentary.

Florence Tee, who has more than 10 years of experience advising clients, will look after all your personal advice needs.

Our range of services include life insurance, total and permanent disability insurance, income protection insurance and trauma insurance. We can also help with other areas of financial planning including superannuation, retirement, investment, tax and estate planning. Find out more here: easyrefunds.com.au/easy-advice