OUT SAUCE · PRICING
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No surprises on pricing.
PER JOB · QUOTED UP FRONT · NO RETAINER WHAT'S IT COST
Priced before we start.
Punch in the job. Pick the document, tick the strategies, see the price. Every figure below is GST exclusive and per job. No retainers, no minimums, no surprises mid-draft. It is an estimate to plan around. The firm quote lands when you send the plan. Same paraplanners draft every job.
Price a job.
Estimated cost (GST exclusive) $200.00 Based on your selections above.
An estimate only. The firm quote lands when you send us the plan.
THE FULL MENU
Itemised fee schedule.
Rather see every line at once? Here is the whole schedule. All prices GST exclusive.
Base rates
Statement of Advice (SOA) $200.00
Record of Advice (ROA) $50.00
Superannuation
Rollover (1-2 funds) $95.00
Rollover (3+ funds) $135.00
Contributions $57.50
Retain (no change) $38.50
Retain & Rebalance $77.00
Withdrawal $38.50
New Super Fund (no rollover) $77.00
Retirement Income Streams
Commencement $115.00
Retain (no rebalance) $38.50
Retain & Rebalance $77.00
Changes to draw-down $38.50
Investment Platforms
Investment (inc. replacement) $95.00
Investment (no replacement) $77.00
Retain (no change) $38.50
Retain & Rebalance $77.00
Withdrawal $38.50
Insurance
Full Review (inc. replacement) $115.00
Retain Only $57.50
SMSF
Establishment & Investment Strategy $115.00
Investment Strategy Update $57.50
LRBA $150.00
Wind-up $57.50
Other Advice Areas
Cash-flow $77.00
Debt Strategy $57.50
Centrelink $57.50
Estate Planning Complimentary
Trust Establishment $57.50
Aged Care $110.00
Cash Flow Modelling $140.00
Units-based work
Data Entry $15.00 per 15 mins
Additional Paraplanning Work $22.50 per 15 mins
Rework $22.50 per 15 mins
All prices are GST exclusive. Actual quotes provided on receiving your request.