Our Pricing

Pricing for Advice Documents when you want them 

Bundled Pricing

Our bundled pricing options include Research (WealthSolver or Risk Researcher - current, proposed and two alternative products), XTools Modelling for the current and recommended strategy, as well as completion of the SOA Document.  Additional requirements such as data entry, manual customisation of templates, changes requested or modelling of additional or alternative scenario's will be added onto our bundled pricing at an hourly rate.

One Strategy

$449 Ex GST

Two Strategy

$649 Ex GST

Three Strategy

$849 Ex GST

Four Strategy

$1,049 Ex GST

Five Strategy + or Gearing 

$1,149 Ex GST


$199 Ex GST

Includes holds and simple rebalances only

$300 Ex GST

Disclaimer:Includes holds and simple rebalances only

Foundation SoA

Unbundled Pricing

$300 Ex GST

We now offer a number of unbundled options that are charged at an hourly rate.  Please feel free to get in touch with our office if you would like to utilise these services.  Some of the options that we have available at an hourly fee include:

 Administrative Support

File Preparation
Data Entry


Investment Research (WealthSolver)

Insurance Research
(Risk Researcher)

Advice Documents

Document Writing Only

Document Writing and Modelling Only


XTools Modelling

Strategy Development

The number of strategies included in our bundled pricing is based on the definition list with the available strategies and sub strategies listed below.

Note: Each strategy outside of client, partner and joint applies on a per entity basis with a list of available sub strategies for each.

Self-Managed Super Fund (SMSF)

  • Hold

  • Rebalance

  • Rollover from Personal Super

  • Borrowing by SMSF's 

  • Establish SMSF and Invest

  • Estate Planning

  • Insurance Inside SMSF's

  • Wind Up SMSF

  • Change of Administration

  • Invest


  • Cash

  • Managed Funds

  • Property 

  • Shares


  • Consolidating debt

  • Increasing payment frequency

  • Increasing regular payments

  • Lump sum payment

  • Offset account

  • Redraw facility

  • Reducing inefficient debt

  • Refinancing

  • Reverse Mortgage

Gearing (debt plus invest)

  • Debt recycling

  • Gearing into super

  • Gearing review

  • Margin loan increase

  • New gearing

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  • Contribution splitting

  • Defined benefit vs accumulation

  • Non concessional contribution

  • Recontribution

  • Regular contribution changes

  • Rollover and invest

  • Salary sacrifice

  • Self employed concessional contribution

  • Spouse contribution

  • Super guarantee contribution

  • UK transfer


  • Existing pension

  • Fixed term annuity

  • Lifetime annuity

  • Lump sum withdrawal

  • New pension and invest

Estate planning (no charge)

  • Enduring guardian

  • Health directives

  • Power of attorney

  • Super beneficiaries

  • Wills

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  • Age pension

  • Aged care

  • Austudy

  • Carer allowance

  • Carer payment

  • Carer supplement

  • Disability support

  • Family tax benefits

  • Funeral bonds

  • Newstart

  • Parenting payment

  • Partner allowance

  • Seniors health card

Insurance - Personal / Super

  • Income protection

  • Critical Illness / Trauma

  • Life

  • Total and permanent disability

  • Endowment policy

  • Health and general

  • Whole of life policy

Insurance - Business

  • Asset protection

  • Ownership (buy/sell) protection

  • Revenue protection

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