Paraplanning fees
We offer competitive prices and a unique Rewards Program
to our
loyal customers.
Standard SoA - single investment structure
(Retirement / Gearing Strategy) |
From |
$440** |
|
Multiple scenarios or structures SoA |
From |
$550 |
|
Risk advise only SoA |
|
$240 |
|
Consolidation of Superannuation SoA |
|
$240 |
|
Entity / SMSF SoA |
From |
$380 ** |
|
Strategy modelling |
From |
$150 |
|
Goals Report |
|
$180 |
|
Review SoA |
|
$440 |
|
Review Re-weight SoA |
|
$240 |
** Fees includes up to 8 hours
preparation time, additional work will be charged at the rate of $50 per hour
thereafter.
Fees include GST.
|
