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PARAPLANNING SERVICE OVERVIEW

Looking for a quick overview of who we are, what we do and how we work?

We’ve put together a snappy two-page Company Brochure so you can get an introduction in one handy place.

PARAPLANNING FORM

To access our Paraplanning Service, simply complete our Paraplanning Form below, and return it us on this email address, along with the relevant documents. 

YOUR INVESTMENT

Statements of Advice (SoAs) start from $375 for basic or single purpose plans where comprehensive strategies or projections are not required. 

Each SoA typically include a covering letter, executive summary, client goals and objectives, attitude to risk, detailed strategy recommendations, product recommendations, projections (where required), authority to proceed and disclosure requirements.

Download our Fee Schedule for details of our fees.

Download our Company Brochure

Download our Fee Schedule

Download our Paraplanning Form