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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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