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Pricing

Quantum Paraplanning provide its clients with exceptional service that comes with cost effective prices:

Please refer to the table below to view our service fees.

Please for further information

QUANTUM PARAPLANNING FEE SCHEDULE

SERVICE

FEE

Simple

Statement of Advice

$200 plus GST

Insurance Only

Investment Switch Only

Record of Advice

$300 plus GST

Insurance Only

(With SMSF Advice Document)

Standard

Statement of Advice

$400 plus GST

Up to 2 Strategies*

$500 plus GST

3 to 4 Strategies*

$600 plus GST

5 Strategies* or more

Complex

Statement of Advice

$800 plus GST

To

$1,200 plus GST

Complex plans will be quotes upon submission. These can include:

Gearing

LRBA

Some SMSF Circumstances

Time Critical (48 Hours)

Additional

$200 plus GST

Urgent plans that require less than 48 hour turnaround

Research Documents

$50 plus GST

WealthSolver Comparisons

Risk Researcher Comparisons

Product Cost Comparison (PCC)

INC Research

Hourly Rate

$100 plus GST

Standard hourly rate for any ad-hoc work agreed upon

Quantum Paraplanning reserves the right to adjust the price for work submitted upon discussion and confirmation from both parties

 

If you believe your Statement of Advice does not fall into the right category detailed above, please feel free to contact Quantum Paraplanning to discuss.

 

* Standard Services Include

Superannuation Rollover/Contribution

Budgeting Advice

Superannuation Withdrawals

Debt Management Advice

Recontribution Strategy

SMSF Member Advice

Retirement Income Streams

Centrelink Advice

Investment Switch

Aged Care Advice

Non-Super Investment

Trust Advice

Retirement Analysis

Company Advice

Personal Insurance

Business Insurance