The End Process
Paraplanning and Risk Support Services
Paraplanning
Risk Support Services
Paraplanning

Limited
 
Advice dealing with a single strategy.
Example: Risk Only Advice.
 
$330
Standard
 
Advice dealing with no more than two simple strategies.
Example: Superannuation and Risk Advice.
 
$440
Comprehensive
 
Advice involving more than two investment strategies.
Example: Retirement advice based plans.
*Comprehensive SOA's are limited to 5 hours of preparation
 
$550
Complex
 
Advice involving over five (5) hours of preparation.
 
$POA

                                                                                                                                                 Fees indicated are GST inclusive.
All quotes, superannuation comparisons and recommendations are required to be provided by the adviser.
(Strategy preparation can be provided at an additional cost)


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