Fees & Costs
Our plan fees have a fixed cost which fall into the following categories:
- Basic SoA (one area of advice): $220 (incl. GST)
- Standard SoA (two areas of advice): $396 (incl. GST)
- Comprehensive SoA (up to four areas of advice): $594 (incl. GST)
- Record of Advice: $110 (incl. GST)
Please note all SoA’s come with one set of projections. Additional scenarios will cost $55 (incl. GST) per scenario.
Timeframe
Our standard turnaround time is 5 working days. This means that your plan will be returned to you within 5 working days from the date received given all information has been provided.
We do offer a 48 hour turnaround time upon request. This will be charged at an additional fee of $99 (incl. GST).
Our Services
At Paraplanning Central we specialise in the following areas of advice
- Investment
- Superannuation
- Pension
- Risk insurance
- Centrelink
- Aged care
- Self Managed Super Funds
We provide the following advice documents incorporating any of the above areas of advice:
- Statement of Advice
- Record of Advice
- Strategy Discussion papers
- Projections
Paraplanning Central also offers a data entry service (which relates to your Advice Documents, eg fact finds) for a small fee.
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UnpublishedAbout us
Paraplanning Central is a boutique paraplanning company offering a nationwide service. Our objective is to provide a market leading service – in terms of accuracy, timeliness and strategy assistance, if required for the adviser.
Our Paraplanning team has over 8 years’ experience in the financial services industry and specialises in the use of XPlan.
We at Paraplanning central strive to complete plans that are tailored to suit your needs and are always happy to assist you in any way we can.
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