At Melbourne Paraplanning Services we produce high quality Statements of Advice at competitive prices.
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.
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 $650 plus GST.
For a full listing of our prices please see the ‘Service Offering and Pricing’ page from the menu on the left of screen.
Our expertise covers the full range of Financial Planning advice, including Superannuation, Investments, Insurance, Direct Equities, Wrap platforms, Estate Planning, Centrelink, SMSF etc.
We do not normally work with Aged Care advice as that is a separate specalised area.
An outsourced Paraplanning Services provider such as us can offer a cost-effective alternative to increasing your internal paraplanning staff, as you only incur costs when additional SOA’s are required.