How do I start?

 

Submit your completed request form and let us take it from there!

 

We will get in touch and discuss the plan further with you, including the expected cost, timeframe required and if there are any supporting documents required.

 

Your plan will be ready in 5-7 business days from submission. You will then be invoiced for the plan upon completion.

 

Supporting documents that might be required will vary based on the type of strategy but may include the following:

 

• Fact find

• File Note

• Strategy papers/working papers

• Super/Pension/Investment statements and/or research

• Recommended insurance quotes

• Alternate strategies

 

Paraplanning Request form here

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Simply email the team at woodvaleparaplanning@gmail.com with a completed request form to start the process.

 

 

How it works?

 

After submitting your request form, and coming to agreement on the work.  We will get in touch about providing access to a login of your financial planning software (eg. Xplan).

 

By using your own financial planning software, this helps to ensure that your SOA’s are structured to your licencee’s requirements, contain the common wording and structure of your SOA’s and also ensures that you retain ownership of the advice documentation.

 

After completion of your SOA, we will let you know when the work is completed.

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How much does it cost?

 

Statements of Advice (SOA):  $300-$450 (+GST)

The exact cost will be confirmed before the commencement of any work.

 

Records of Advice (ROA): $150 (+GST)

 

Pricing Schedule here.