Case Studies

The following case summaries highlight common issues and consumer tips. Cases can be filtered by subject below and names have been changed to protect confidentiality. Access to the full case study database is available for IFSO Scheme Participants in the Participant Area.

Homeloan refinance ended up costing image
Read contracts before you sign. If you repay or refinance your loan early, you may be charged a fee.
When Matiu paid off his home loan, his adviser charged him an a fee of $1,351 which he wasn’t expecting.
Financial Advisers
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