Who We Are

Fundbroker is operated by National Financial Solutions Pty Ltd (NFS). NFS holds an Australian Financial Services Licence (284182) issued by the Australian Securities and Investment Commission.  We are absolutely loyal to our customers. We are not owned, employed, or controlled by any financial institution company, nor do we "push" the products of one company over another.

 

Fundbroker is designed to provide discount access to boutique and specialist investment funds to the general public.

 

Our Philosophy

If we are not giving you personal advice on investments then why should you be paying entry fees? Our philosophy is to rebate entry fees where possible to ensure that all of your money is working for you. We are a free service, we do not charge you to lodge your investments.

 

How We Get Paid

Probably the most common question that we get asked. How we get paid varies from investment to investment and this is fully detailed on the site on the individual investment pages.

With a majority of investments there are no entry fees, however we will still receive a distributor commission. We choose to share this commission with client in the form of a cash rebate.

For example on the site is an unlisted property trust that has no entry fee, and  is providing a 3% commission to us. We are paying a 2% cash rebate to investors. You decide that you have an interest in this trust and lodge a $20,000 investment. From this we will receive a $600 commission, and we will provide you with a cash payment of $400 (2% rebate) once the commission is received.

By using our service you will receive a $400 payment. If you lodged this investment direct with the property trust you would probably not receive this cash payment, and we do not alter the fee structure of the investment in any way.

 

With other investments we will rebate 100% of entry fees as additional units. We rebate this to you to ensure that no entry fees are payable and therefore we receive no upfront commission. Where we are paid is through a trail commission, which is payable with most investments. This is usually between 0.25%-0.50% of the value of your investment. This is paid by the manager of your investment to us and is not an additional cost to you. This trail commission is built in to the standard MER of the investment, so if you go direct the manager will just keep the trail, we do not alter your ongoing fees.

 

What is the catch?

Sounds too good to be true? Well there is no catch, no secret tricks, no hidden agenda. The simple fact is that we choose to share commission and brokerage with clients rather than keeping the entire amount. We do not alter the fees on the investments you lodge, we just provide you with discounted access to investments. 

 

No Advice

Fundbroker is not able to provide you with any personal financial advice on the investments that are listed on the site. Information on our website is of a general nature only and is not specific to your circumstances. Any investment decision in the products listed is entirely yours. NFS bears no responsibility for the appropriateness of the investment to your circumstances.  NFS will not be held responsible for the performance of any investment going forward. Furthermore NFS recommends that you seek advice from an independent person as to the appropriateness of any investment that is placed through our service.

 

Why Deal with Fundbroker

We have the knowledge and experience to find the specialist and boutique investments that many people prefer. You will note that every investment listed will have independent research available, without research we do not list investments. Note that this does not mean that the listed products are recommended, it simply means that we provide a limited range of investments, rather than confusing you with 1,000 or more options.

 

Other Services

NFS also operates Australia's leading online life insurance broker, Lifebroker. This is a free service that provides quotes for all your personal insurance requirements. We are able to deal with every insurance company in Australia to ensure that you always receive the best policy at the lowest price. Lifebroker provides discounts on cover, depending on the size of the premium.