Statement of Advice and Review Presentation Fee

Our Transparent Fee Structure

Statement of Advice (SOA) Preparation & Presentation Fee

From time to time a follow up Statement of Advice may be required to advise on changes to the recommended strategy as outlined in the Financial Review. These changes may be due to you deciding to only partially implement recommendations or from issues that arise during implementation. The development, preparation and presentation of your individually tailored Statement of Advice will be quoted on a fee for service estimate basis. The fee estimate will depend on the scope and complexity of work to be performed.

As a guide, the following Statement of Advice (SOA) Preparation & Presentation Fee estimates may apply based on the complexity of your situation.

 StandardExtensive StandardComplexExtensive Complex
Cost Estimate (ex. GST)$1,500$2,500$4,000$5,500
Estimated Time5-10 hours10-15 hours15-20 hours20-25 hours

Please note that the above estimates assume that a Financial Review has already been prepared.

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