Melbourne Paraplanning Services

Melbourne Paraplanning Services

At Melbourne Paraplanning Services we produce high quality Statements of Advice.

We are based in Melbourne however we are happy to provide services to practices across Australia.

Our fees are based on the complexity of the SOA.

You will receive a quote for the production of your SOA before you decide to proceed.

We currently specialise in practices that use XPLAN.

In most cases we can produce your Statement of Advice in four to five working days from acceptance of our quote.

As an example of our pricing, an SOA with five strategies costs $580 plus GST.

For a full listing of our prices please see the ‘Pricing’ tab above.

Our expertise covers the full range of Financial Planning advice, including Superannuation, Investments, Insurance, Direct Equities, Wrap platforms, Estate Planning, Centrelink, SMSF etc.

We are also experienced in financial modelling using XTOOLS+.

We do not normally work with Aged Care advice as that is a separate specalised area.