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

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Disclaimer:
Includes holds and simple rebalances only

$300 Ex GST

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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.

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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

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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

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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

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