Our Fees

PARAPLANNING  FEES

Strategies		Cost Inc.GST (Strategy provided by you)	Target Turn-around Times*
Single Strategy SoA	Choose from any of the following: · Superannuation · Salary Packaging · Investment Structure · Retirement Income   Streams · Investment Advice · Risk Management   and Insurance · Wealth Accumulation · Regular Savings and   Education Funding · Gearing · Debt Management · Social Security · Estate Planning	$550	5 working Days
SoA for two strategies	As per list above	$750	5 working days
SoA for three strategies	As per list above · Transition to   retirement	$950	10 working days
Highly complex SoA	· Four or more   strategies   mentioned above · SMSF work	$1500	10 working days
Template Set-up		$110 per hour
Strategy Prepared by Ebony Rose Paraplanner		$110 per hour in addition to the above costs

  *Once all client information has been supplied to us and a plan preparation deposit of $200 has been paid.