ROA's, the right-sized refresh.
ONGOING CLIENTS · MINOR AMENDMENTSSame care, less fuss.
Ongoing clients. Minor amendments. The tweaks that don't need a full rebuild. We read the file, draft the ROA in your house style, and send it back the way you'd send it yourself. The same paraplanners every job, audit-clean, on the day promised.
Full rebuild, new client, or major strategy review? That's a Statement of Advice.
What an Out Sauce ROA covers.
Ongoing-client refreshes where the strategy stands. Rebalances, minor amendments, retain-and-tidy. We draft the ROA; you sign the advice.
Strategy areas in scope.
- Superannuation. Contributions, rollovers, retain-and-rebalance, withdrawals, new fund setups.
- Retirement income. Commencement, ongoing management, draw-down changes.
- Investment platforms. New investment with or without replacement, retain-and-rebalance, withdrawals.
- Insurance. Full review with or without replacement, retain-only.
- SMSF. Establishment, investment strategy, LRBA, wind-up.
- Other. Cash-flow, debt strategy, Centrelink, estate planning, trust establishment, aged care.
Your template, every time.
You bring the house template. We draft in your style. The output reads like it came from your firm because that is the point.
Software.
We work in your environment, not ours. Xplan, with other platforms case-by-case via the firm qualifier. Full detail on software & fit.
What we don't do.
Knowing the line keeps the work clean.
- No advice. The strategy is yours. We model, we document, we draft. The advice itself, and the licensee responsibility behind it, stays with you.
- No client meetings. We don't sit in them. The file comes to us once you've done that work.
- No AFSL stance. Out Sauce is not AFSL-licensed and doesn't pretend to be. We are a paraplanning service provider, not a regulated advice business.
How long an ROA takes.
Three business days. Start to draft-ready. Same number on every quote, same number we hit, every job.
What we need to start.
A completed client file. A paraplanning request from you. File access through your platform. If a piece is missing we ask.
What you get back.
A completed ROA in your house style, formatted to your template. The full process and the three-step cadence sit on how we work.
Priced before we start.
A base of $50 per ROA, plus a per-strategy fee for each advice area in scope. A simple single-area ROA prices under a couple hundred. A broader refresh prices a little higher. GST exclusive. The figure shows before you commit.
Punch in a real job for an actual number against an actual document.
SEE PRICING →