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