Pricing
Paraplanning PricingWe are focussed on delivering exceptional services and value for our clients.
The details
Record of Advice
Our Record of Advice (ROA) fee schedule is outlined below for your quick reference and consideration. All fees are inclusive of GST and indicative only, with a quote to be provided.
Simple ROA
- inclusive of GST
Standard ROA
- inclusive of GST
Complex ROA
- inclusive of GST
The details
Statement of Advice
Our Statement of Advice (SOA) fee schedule is outlined below for your quick reference and consideration. All fees are inclusive of GST and indicative only, with a quote to be provided.
Limited SOA
- Business Insurance
- Advice for business insurance only, up to 8 separate policies (combined).
- Investment Switch
- Includes investment switches, up to 4 platforms
- Investment
- Simple investment only, no other recommendations
- Super Rollover
- Simple rollover only SOA, up to 2 funds, no other recommendations
Simple SOA
- Insurance
- Advice for insurance only, up to 8 separate policies (combined)
- SMSF Investment
- Advice for the trustees only
Standard SOA
- Retirement Planning
- Includes a retirement analysis and up to 4 pension accounts (combined)
- Aged Care
- 1 scenario, with specific recommendations. Additional scenarios – refer to Add-Ons
- Super and Insurance
- Up to 4 super rollovers (combined) and 8 insurance policies (combined)
The details
Complex Statement of Advice
Some things are just a little more complex! Our Complex Statement of Advice (SOA) fee schedule is outlined below for your quick reference and consideration. All fees are inclusive of GST and indicative only, with a quote to be provided.
SMSF Establishment SOA
- Establishing an SMSF and investment recommendations.
SMSF SOA
- Super and Investment advice with a SMSF, including insurance recommendations (two SOA documents)
SMSF LRBA SOA
- Includes insurance and additional modelling requirements
Gearing, Investment and Insurance SOA
- Includes gearing requirements
Pricing
Express Services
Sometimes we all need things a little quicker. We get it and we’ve planned for it, with our express service pricing, inclusive of GST.
Express Case 2 days - 130%
This will reduce the current turnaround times by 2 business days
Express Case 3 days - 150%
This will reduce the current turnaround by 3 business days
Pricing
Add-On Services
We are here to provide all the support you need in your business, so if you need a little extra, here are some of the add-on services we are often asked for, and their pricing, inclusive of gst.
Research Packages
- Investment / Super $110
- Insurance $150
- Combined $220
Additional Services
- Insurance Quotes From $55
- CRM Updates $55
- Additional Modelling $110
- ADW 30% of SOA Price
- ADW File Note $50 (stand alone)
Additional Services
- Hourly Rate $110
Quantum Paraplanning reserves the right to adjust the price for work submitted upon discussion and confirmation from both parties.
Get In Touch
Quantum Paraplanning & Professional Support
07 5532 9516
admin@quantumcentralservices.com.au
Unit 2, 249 Scottsdale Dr Robina Q 4226