Starting at $1,950 + GST
P A R T T I M E$1,950+ GST per month(19 hours per week) |
F U L L T I M E$3,950+ GST per month(38 hours per week) |
Comprehensive paraplanning support across all advice areas
Comprehensive SoAs prepared to your firm's standards and compliance requirements.
Quick turnaround RoAs for simpler advice scenarios and ongoing client reviews.
Product comparison and scenario modeling to support your advice.
From request to delivery in four clear steps
Submit your request through our online portal in around 10 minutes. Receive an estimated price and turnaround time upfront. We can also work off your file note or follow your preferred process.
We review the client file, supporting documents and your instructions. Any missing information or inconsistencies are identified before work begins.
Once approved, your request is assigned to an experienced paraplanner. You'll receive progress updates throughout the process.
Every document is peer reviewed before delivery. We upload the completed advice document to your CRM, ready for your final review.
Clear, competitive rates with no hidden fees
Level 01
$250
Level 02
$350
Level 03
$450
Level 04
$700
Need something custom? Let's talk
Submit your first request or speak with our team about how ad-hoc paraplanning can support your practice.
Comprehensive paraplanning support across all advice areas
Comprehensive SoAs prepared to your firm’s standards and compliance requirements.
Quick turnaround RoAs for simpler advice scenarios and ongoing client reviews.
Product comparison and scenario modeling to support your advice.
From request to delivery in four clear steps
Submit your request through our online portal in around 10 minutes. Receive an estimated price and turnaround time upfront. We can also work off your file note or follow your preferred process.
We review the client file, supporting documents and your instructions. Any missing information or inconsistencies are identified before work begins.
Once approved, your request is assigned to an experienced paraplanner. You’ll receive progress updates throughout the process.
Every document is peer reviewed before delivery. We upload the completed advice document to your CRM, ready for your final review.
Clear, competitive rates with no hidden fees
Level 01
$250
Level 02
$350
Level 03
$450
Level 04
$700
Need something custom? Let’s talk
Submit your first request or speak with our team about how ad-hoc paraplanning can support your practice.
P A R T T I M E$1,950+ GST per month(19 hours per week) |
F U L L T I M E$3,950+ GST per month(38 hours per week) |
P A R T T I M E$1,550+ GST per month(19 hours per week) |
F U L L T I M E$2,950+ GST per month(38 hours per week) |