In order to suit the wide range of adviser needs, we offer fixed SoA pricing and variable hourly pricing based on your business and statement of advice requirements.
Depending on the complexity of the advice you offer your clients we will align you with either an Entry Level, Intermediate or Expert Paraplanner who will become your dedicated resource for all your Paraplanning needs.
Our one-on-one model allows you to build a relationship with your dedicated Paraplanner or team of Paraplanners to ensure you receive a consistent high quality level of service and ongoing support.
Depending on the complexity of the advice you offer your clients we will align you with either an Entry Level, Intermediate or Expert Paraplanner who will become your dedicated resource for all your Paraplanning needs.
Our one-on-one model allows you to build a relationship with your dedicated Paraplanner or team of Paraplanners to ensure you receive a consistent high quality level of service and ongoing support.
$80 per hour |
$90 per hour |
$100 per hour |
*Hourly rates exclude GST
The majority of Statement of Advice documents take between 2.5 hours (simple Risk SoA) to 9 hours (complex, multiple entity SoA) to complete. As we already work with the large majority of Australian Licensee's we can provide a sample price list based on strategy types to enable you to budget for your Paraplanning costs.
Find out why the best price and the highest level of service have set us apart.
