For an SOA that is focused on a single area of advice such as a Risk only plan or a Superannuation switch.
| Basic 1 strategy | Standard 2 strategies | Complex 3 strategies | Comprehensive 4+ strategies |
|
|---|---|---|---|---|
| Risk | $249 | $399 | $449 | $549 |
| Super | $399 | $449 | $549 | $649 |
| Investment | $399 | $449 | $549 | $649 |
| TTR / Pension | $549 | $599 | $649 | $699 |
| SMSF | $599 | $699 | $749 | $849 |
A Hybrid SOA includes multiple areas of advice, such as a Risk and Super SOA.
| Basic 2 strategies | Standard 3 strategies | Complex 4 strategies | Comprehensive 5+ strategies |
|
|---|---|---|---|---|
| Hybrid | $599 | $649 | $699 | $799 |
| Basic 1 strategy | Additional strategies | Additional Client | Projections | |
|---|---|---|---|---|
| ROA | $185 | $54 | $54 | See add-ons |
A full time resource to meet the ongoing demand of your practice.
Graduating from the Rocket Services Academny, a Standard Paraplanner is proficient across Risk, Superannuation and Investment strategies has been trained to accommodate more complex advice requests.
Demonstrated expertise across most strategies and advice complexities, with a high rate of productivity, comprehension and critical analysis. An Advanced Paraplanner has between 2 to 4 years experience and hundreds of SOA and ROA under their belt.
The highest quality and the most productive. Guru Paraplanners draw upon their comprehensive understanding of professional standards, advice strategies and software usage to ensure complex advice documents are delivered with care and passion.
Get in touch with us at liftoff@rocketservices.com.au to hear about our volume discounts or building a team under our AFSL Advantage offer.
