Our Pricing
Pricing for Advice Documents when you want them
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
$300 Ex GST
Disclaimer:Includes holds and simple rebalances only
Foundation SoA
$300 Ex GST
Outsource Paraplanning
Data Entry, Investment, Platform or Insurance Research/
Replacement
(includes;
1 * Current scenario and
1 * Proposed scenario)
$200 Ex GST
Data Entry, Investment, Platform or Insurance Research/
Replacement and Modelling
(includes;
1 * Current scenario and
1 * Proposed scenario)
$350 Ex GST
Document Writing and Modelling
only
1 x strategy $363
2 x strategies $498
3 x strategies $698
4 x strategies $898
5 x strategies $998
Ex GST
Document Writing only
1 x strategy $300
2 x strategies $450
3 x strategies $600
4 x strategies $750
5 x strategies $900
Ex GST
File Preparation
(Includes two hours - please contact head office to discuss what this involves)
$200 Ex GST
Data
Entry only
(includes 1 hour of data entry)
$100 Ex GST
Modelling
only
(Includes;
1 * Current scenario and
1 * Proposed scenario)
$200 Ex GST
Data Entry
and
Modelling
only
(Includes;
1 hour of Data Entry and
1 * Current scenario and
1 * Proposed scenario)
$300 Ex GST
Unbundled Pricing
Our price also includes licensee templates, cash reserves, health and general insurance, estate planning, modelling, replacement of product and/or insurance and alternative product research.
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)
-
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
Investments
-
Cash
-
Managed Funds
-
Property
-
Shares
Debt
-
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
Super
-
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
Pension
-
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
Centrelink
-
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
