Money Back Guarantee

 

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. With our 100% money back guarantee there is absolutely no risk in booking your first meeting today. You can even test drive our strategies FREE by visiting our free resources.

 

 

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.