Financial Planning - Managed

This service is managed by an Australian owned and operated financial planning firm, offering old-fashioned, personal service in a fast-paced and competitive industry.

When you request Financial Planning for your client, your client is contacted by a Professional, managed with care and you earn a fee from the commission/premium paid by your client.

A Licensed Financial Planner is able to give advice on Superannuation and Managed Investments.

You earn a % of the commission earned from Financial Planning and investment products, which you client may invest in via the Planner (average commission = 16-20% x the commission earned)