‘Refund Easy’ Gives Money Back To Policy Holders

Few insurance, superannuation and allocated pension consumers realise they’re paying hefty trailing commissions on the most important policies they own. Even fewer are aware that they can receive quarterly refunds for much of these commissions, simply by nominating financial planning firm Refund Easy as their broker.

Many of these policies are set up with long term goals in mind and often, the goals are not reviewed for several years. Lots of people have lost touch with their financial planner over the years and in the meantime, commissions are being paid even though no financial planning advice is being requested or received. Refund Easy, headed by husband and wife team Darryl and Jan Jopling, was set up to refund this money back to policy holders.

“We run a very personalised operation and take pride in the individualised service we offer to our clients,” Darryl explained. “It’s important to us to provide choice, flexibility and value for clients so our clients have every opportunity to optimise their financial situation. We can do as much or as little for clients as they want us to. What better way to start than to give them money?”

The refunds are provided quarterly by cheque and Refund Easy clients’ average refund is approximately $200 per quarter. An extra $800 per year is easy money in the bank, for doing nothing more than signing a form to nominate Refund Easy as the broker.

No catch, no obligation

Receiving a refund on financial products is not usually expected nor is it common. Darryl and Jan say they are frequently asked if there is a catch, or if the client has to use Refund Easy’s financial advisory services in order to receive the refunds.

“That’s not what we’re about,” Darryl maintained. “Our prime objective is to provide choice to clients and refund money back to those who no longer see their financial planner or who want to look after their investments themselves. We are then available to provide financial planning advice to clients as they want it. Clients are able to save money by only paying for the services they use.”

Gina Lofaro of Brisbane has experienced the personalised attention offered by Refund Easy. “I was impressed by Darryl’s sincerity and desire to achieve the best result on my enquiry for financial advice,” Gina said. “The refund was my starting point but to be honest, the real benefit has been in finding a company that truly cares about my financial position and requirements.”

Refund Easy operates out of Melbourne but serves clients Australia-wide.
Visit www.refundeasy.com.au or call 1300 992 889.

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