Pricing

support Pricing

We are focussed on delivering exceptional support services and value for our clients. Fees outlines below are inclusive of GST and indicative only, with a quote to be provided.

Level of Support

CSO – Fixed Term

We will provide the first month (1 month) as a trial and at the end of this month, if you choose to proceed a minimum 6-month contract will be implemented.

Fixed Term

$66/hr
  • Dedicated CSO for the specified hours
  • Based in Australia
  • Ongoing training provided
Get Started

Level of Support

CSO –  Casual

There is no lock in contract with the casual hours, as this can change on a week to week basis, depending on availability. All fees are inclusive of GST.

Casual

$77/hr
  • No lock-in contract
  • For 10 hours or less per week, discount for more hours
  • Ongoing training provided
Get Started

The details

Pre- SOA

Our Pre Statement of Advice (SOA) fee schedule is outlined below for your quick reference and consideration. All fees are inclusive of GST.

Limited

$220
  • Super Only
  • Documentation for super only strategy. Super – current plus suitable alternatives.
  • Pension Only
  • Documentation for super only strategy. Pension– current plus suitable alternatives.
  • Investment Only
  • Documentation for investment only strategy. Investment – current plus suitable alternatives.
Get Started

Simple

$330
  • Pre-SOA Package (Super / Pension / Investment)
  • Documentation for a combination of 2 of super, pension and investments strategies. Up to 2 streams per client.
  • Pre-SOA Package (Insurance)
  • Documentation for an insurance only strategy. Insurance – current policy plus suitable alternatives comparisons/quotes.
Get Started

Standard (excludes ADW)

$385
  • Pre-SOA Package (Super or Pension or Investment and Insurance)
  • Documentation for a combination of 2 of super, pension or investments and insurance strategy. Insurance – Current policy plus suitable comparisons/quotes.  Super – Current plus suitable alternatives.
  • Pre-SOA Package (Gearing)
  • Provides documentation for gearing, including the additional compliance requirements such as additional risk discussions and insurance requirements.
Get Started

Complex (excludes ADW)

$440
  • Pre-SOA Package (SMSF Cases)
  • Includes documentation for both personal and the SMSF with LRBA affordability calculations (if required)
Get Started

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.

find out more

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

Ad-hoc & 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.

h

Add-on Tasks (Pre-SOA Service)

  • Additional Strategies to Pre-SoA
    (Super, Pension, Investment) $110
  • Additional Strategies to Pre-SoA $55
  • Hourly Rate (ad hoc and reworks) $110
  • Express Case (2 days off turnaround – Normally 4 days) 130%
  • Express Case (3 days off turnaround – Normally 3 days) 150%
h

Ad-Hoc Tasks

  • Product comparision – super/investment/pension/insurance (per client) $110
  • insurance needs analysis $110
  • insurance quotes (per client) $110
  • application completions – online only (per apllication) $66
  • crm or xplan – fact find entry $110
  • provider reserach phone calls (per product) $66

Quantum Professional Support 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