Advice Document Preparation and Extra Services - 
Fees and Costing Schedule

We work on an hourly rate basis. We firmly believe that a plan should not be charged on a per strategy basis, as there are many variables with each strategy and business.

We also like to reward the advisers that have clear, organised and succinct information and SOA requests. The easier the information is to decipher and translate into an SOA, the quicker we can complete a plan and cheaper it will cost! As an example, a typical Super rollover with a couple of funds and an insurance package would take us 4-5 hours to complete.

Our payment terms are 14 days. We offer a discount of 6% on our rate of $110 per hour if your invoice is paid on time. If your account is overdue more than 7 days we will charge an extra 10% surcharge on your invoice.

Description

Cost (inc GST)
Hourly Rate $110
   Consulting Fee (per hour) $110
   Strategy Development (per hour) $130
   Data Entry Cost (per hour) $77
   Customised Template Preparation (per hour) $110
   Modelling (per hour) $110
   
Express Service  
   Within 2 Business Days $150
   Within 3 Business Days $100
   Within 5 Business Days $50
   
Paraplanner Training Service  (in your office)  
   Per Hour $130
   Per Day (up to 8 hours) $900

Please Note: Fees and charges within this schedule are subject to change at any time at the discretion of Plan Away.

Included Services

  • Initial meeting in your office (if geographically possible) to discuss your business requirements and Plan Away's services is complimentary.

Service Standard

  • 7 Business Days upon receipt of all required information.
  • We will however always attempt to accommodate your turn around time needs.

Plans need to be received by 10am for that day to be counted as a business day in the 7 business day turn around. Plans can be returned outside of 7 business day, however this will always be with prior negotiation and clarified when the plan request is received.

Required information and documentation

Our new advisers often ask us what documentation they need to provide us and if it is a requirement that they fill in one of our SOA request forms. We have these forms available for you to use, but we do not require you to use them. They are simply there if you need. We do not want you to reinvent your “process wheel” for us.

As long as your information is clear and easy for us to understand we are happy to use your existing forms – we just want to slot into your existing processes so as to minimise any disruption and ensure it is business as usual for you!

  • Plan Away SOA request form or document with the equivalent information;
  • Insurance Quotes if applicable;
  • Client Profile in hard or soft copy;
  • Any relevant File Notes;
  • Completed Product Replacement information.;
  • Alternative Product and Strategy Research
  • Any supplementary documentation relevant to the SoA production.