At Easy Refunds, we pride ourselves in keeping things simple. So our fee structure is one of the simplest in the country. It is also one of the lowest. This means more money in your pocket!
Trailing Commissions on Existing Products
Our handling fee is one simple flat fee of $90 plus GST. This amount will be taken out from your refund so you will never be out of pocket.
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
Financial Services Guide
For more information please see our Financial Services Guide.
