100% Money Back Guarantee Financial Advice
A good Financial Plan is an efficient tool for planning and monitoring your financial future. You may be worried that a financial planner will not understand your needs and provide you with the advice you seek. We at iMoney Wealth Management have alleviated this problem by offering a100% Money Back Guarantee on Financial Planning and Advice.
Our initial financial advice comes with a full satisfaction guarantee. During any stage of the initial process if you are not satisfied you will receive a full refund of fees paid. We are not guaranteeing portfolio returns, anyone doing so is lying to you. Our guarantee is that you’ll be satisfied with the value of iMoney Wealth Management’s financial advice. We at iMoney Wealth Management are sure that you will be pleased so we have no problem offering you this guarantee which most financial advisers don’t offer. Please, note that once you agree with the strategy during the initial phase any paraplanning expenses are non-refundable. These are the disburcements that we pay on your behalf to have your financial plan tested and compiled..
How do I know if I will receive appropriate advice?
We have helped thousands of satisfied customers and now offer scalable advice so no matter your needs and your budget we can help. We develop a financial plan to get to know you rather than just providing you a generalized investment plan. Our financial advisors ask you about your aspirations, goals, your risk profile and long term ambitions. Obtaining this information allows us to develop a tailored financial plan that meets your individual needs.
Every plan is tailored to your individual needs and is written for people who are not financial experts. You can rest assured by the fact that you financial plan will be prepared by CFP® qualified adviser (Certified Financial Planner™).
iMoney Wealth Management knows you the customer and can deliver the results you desire!
iMoney Wealth Management operates out of Sydney but serves clients Australia-wide. Book your first meeting
or send a us a copy of your existing policies today.