About

Refund Financial Planning provide a professional service to our clients and we are committed to finding solutions to all of your financial planning needs. We will source the most suitable solution to achieve your goals from an extensive panel of product providers.

We specialise in Personal and Business Risk Insurance including Income Protection, Life, TPD, Trauma, Key Person and Business Overheads Insurance as well as all other areas of financial advice including superannuation, investments, retirement and estate planning, etc. We have a real customer focus and will always put solutions in place that suit you, rather than our providers.

What would you do if you were unable to work again? Could you afford to stay in the family home? How long would your savings cover the mortgage, bills and other general living expenses? We can help protect you and your family's lifestyle, no matter what the future holds.

Financial Planning is not just for the wealthy. We can provide the help that you need to reach your financial goals and ensure that you are well protected. At Refund Financial Planning, we put our customers first. Our client proposition is to meet with you at a time and a place that is convenient for you, and to offer a simplified approach to protecting your future. (more)