Pricing for Advice Documents when you want them
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.
$449 Ex GST
$649 Ex GST
$849 Ex GST
$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
$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:
Investment Research (WealthSolver)
Document Writing Only
Document Writing and Modelling Only
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.