Our Pricing
Our pricing for SoA's produced in 3 days is...
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
RoA
$199 Ex GST
Disclaimer:
Includes holds and simple rebalances only
Foundation SoA
$300 Ex GST
Outsource Paraplanning
Our price includes licensee templates for cash reserve, health and general insurance. Estate planning is included within all plans at no additional cost. Also modelling costs, replacement of product or insurance costs are fully included within the strategy costs.
The number of strategies 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)
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Hold
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Rebalance
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Rollover from Personal Super
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Borrowing by SMSF's
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Establish SMSF and Invest
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Estate Planning
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Insurance Inside SMSF's
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Wind Up SMSF
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Change of Administration
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Invest
Investments
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Cash
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Managed Funds
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Property
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Shares
Debt
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Consolidating debt
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Increasing payment frequency
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Increasing regular payments
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Lump sum payment
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Offset account
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Redraw facility
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Reducing inefficient debt
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Refinancing
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Reverse Mortgage
Gearing (debt plus invest)
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Debt recycling
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Gearing into super
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Gearing review
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Margin loan increase
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New gearing
Super
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Contribution splitting
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Defined benefit vs accumulation
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Non concessional contribution
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Recontribution
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Regular contribution changes
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Rollover and invest
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Salary sacrifice
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Self employed concessional contribution
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Spouse contribution
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Super guarantee contribution
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UK transfer
Pension
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Existing pension
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Fixed term annuity
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Lifetime annuity
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Lump sum withdrawal
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New pension and invest
Estate planning (no charge)
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Enduring guardian
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Health directives
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Power of attorney
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Super beneficiaries
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Wills
Centrelink
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Age pension
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Aged care
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Austudy
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Carer allowance
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Carer payment
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Carer supplement
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Disability support
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Family tax benefits
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Funeral bonds
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Newstart
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Parenting payment
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Partner allowance
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Seniors health card
Insurance - Personal / Super
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Income protection
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Critical Illness / Trauma
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Life
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Total and permanent disability
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Endowment policy
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Health and general
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Whole of life policy
Insurance - Business
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Asset protection
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Ownership (buy/sell) protection
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Revenue protection
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