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Accurate, cost effective and timely
Advice production
specialists

Planlogic was built on providing quality paraplanning solutions for our clients. Our focus over this decade-long journey has been on reducing costs, minimising adviser time and increasing accuracy in the advice production process.

SoAs
Completed
10K+
Practices
Partnered with
100+
Advisers
Assisted
200+
The Advice Production Process
Simple 3-step plug and play solution
01
Submit Request Digitally
02
Clarify Any Queries
03
Receive SoA
Add-Ons to Help You Win Back Time
Fact Find Update
We are experts in Xplan and can update your Fact Finds, ensuring you have clean and accurate data. All you need to do is scan your Fact Find and email it to us - we take care of the rest.
515 Research
Save valuable time by letting us handle product research. We conduct research as per the 515 compliance framework, but can also explore any additional alternatives required.
Compliance Checklist
Our compliance checklist offering lets you know how compliant your documents are as per the 515 compliance framework.
Sample pricing and turnaround times
Level 01
$250
  • Average turnaround time 5 days
  • Sample strategies: rollover super, replacement of product, 5 year projections
Level 02
$350
  • Average turnaround time 5 days
  • Sample strategies: rollover super, non-concessional contributions, estate planning and cash reserves, replacement of product, 10 year projections
Level 03
$450
  • Average turnaround time 7 days
  • Sample strategies: rollover super, non-concessional contributions, full insurance review, estate planning and cash reserves, replacement of product, lifetime projections
Level 04
$700
  • Average turnaround time 7 days
  • Sample strategies: Establish SMSF family trusts, non-concessional contributions, full insurance review, estate planning and cash reserves, replacement of product, lifetime projections
Frequently Asked Questions
What do I need to get started?
You can easily submit your first SoA/RoA request by using our easy-to-use Digital Request Form. Just drop us an email (info@planlogic.com.au) to arrange a one-time onboarding meeting via Zoom, and we will run you through the steps you need to follow.
Is there a minimum monthly commitment?
No. We operate on a transactional pricing model where you only pay for what you require (i.e. you will pay per SoA/RoA required).
How do I find out more details about pricing?
The average price of a Planlogic SoA is $390, but this will depend on the complexity of the document. Drop us an email (info@planlogic.com.au) to receive our pricing brochure or to learn more about out pricing structures.
What are your turnaround times?
This will vary based on the services you require, and the complexity of the SoA/RoA document. Our process is to review the data within 2 business days in order to clarify any questions or obtain missing information. Once we receive this information, we will confirm the date of completion. Our standard turnaround times range between 5-7 business days based on the complexity of the SoA. RoAs have a turnaround time of 3 business days.
What systems do you work with?
We have experienced paraplanners who use XPlan to produce our SoAs/RoAs, and Xtools+ to complete financial modelling.
How do I request a job?
You can simply log in to our Digital Request platform and submit a request quickly and easily. Our Digital Request will also provide you with an estimated cost and turnaround time for your SoA/RoA.
How do I receive my completed SoA?
We provide all completed SoAs/RoAs in a Word document format. Once the SoA/RoA is completed, we upload the final advice document along with any ancillary documents (WealthSolver/Risk Researcher reports, Fund Fact Sheets, etc.) onto Xplan File Notes. You will also receive an email update upon completion with our comments relating to the SoA/RoA.
How often will I be invoiced?
You will be invoiced on a weekly basis for any completed documents, with a 14-day credit period.
What data security measures do you have in place?
The safety of your data is paramount to us, which is why Planlogic is ISO/IEC 27001 certified. We also have a number of physical and non-physical controls in place and review these policies and procedures on a regular basis to ensure the highest levels of security.
What our clients have to say about us
Customer Testimonials
Got a question?
Let’s Talk About Growing Your Business.
Getting in touch is easy. Give us a call or send us an email with questions or comments. We would love to hear from you, whether you’re interested in working with our team or pursuing a career with us.