Have you invested through a financial adviser?
eChoice Planning & Investment is a new and innovative and financial services concept. It has been developed to assist investors obtain rewards from the underlying commissions paid in respect of their financial products. These include:
- Investments in managed funds
- Superannuation funds and pension funds
- Allocated pensions or retirement income accounts
- Tax effective investments including agribusiness
- Margin loans
These commissions may be currently paid to a financial adviser or other intermediary. By nominating EChoice Planning & Investment as your servicing agent with the financial product provider, we can then collect all the commissions and apply them to your account.
All commissions received (less the agreed administration fee) are transferred directly to your eChoice Debit Card account on a monthly basis. Each new member will receive and eChoice Debit Card (includes great offers and can be used any where Eftpos is available).
How do we calculate the administration fee?
The administration fee is the lesser of 50% of the commissions received or $264.00 annually ($240.00 plus GST or $24.00).
No affect on any of your financial products!
This process does not affect any of your financial products. You continue to retain full ownership and control.
As the holder you can nominate to receive the rewards from various accounts. These can include your own investments or those of your family, a company or trust.
Monitor activity on your account
Complete transparency for each member who can log in at any time to monitor activity within their own account. You can drill down to individual commissions received by financial product, obtain activity statements and add further products to your rewards account.
Do you need help planning your financial affairs?
If you need help planning your financial affairs or want independent advice then we can put you in touch with an eChoice Approved Financial Planner.
An eChoice Approved Financial Planner is able to provide either a fixed price review of your circumstances or a full financial plan for a fixed price - it's your choice, made easy.
Services are provided on a fee for service basis and commissions normally payable to the planner will be rebated to your account (after the agreed administration fees are deducted) - this includes upfront and ongoing commissions.
