CLEAR Planning Solutions

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OUR SERVICES.

Explore the range of services we provide. Please consult our Services Guide for detailed information on the categories of SOAs and ROAs and our administrative support, financial modelling and practice support services.

STATEMENTS OF ADVICE
LEVEL 1

Level 1 SOAs are transactional or product documents involving, for example, rollover or consolidation of insurance cover or superannuation funds.

Level 1 SOAs are priced between
$350 and $500.

STATEMENTS OF ADVICE
LEVEL 2

Level 2 SOAs are more complex documents that include strategy calculations such as contribution or estate planning strategies.

Level 2 SOAs are priced between
$600 and $1000.

STATEMENTS OF ADVICE
LEVEL 3

Level 3 SOAs are the most complex documents incorporating all product and strategy information along with long term modeling and projections.

Level 3 SOAs are priced between
$1100 and $1600.

RECORDS OF ADVICE
LEVEL 1

Level 1 ROAs address only product recommendations, such as adjustments to insurance coverage levels.

Level 1 ROAs are priced between
$100 and $300.

RECORDS OF ADVICE
LEVEL 2

Level 2 ROAs incorporate product and transactional details along with associated strategy calculations.

Level 2 ROAs are priced between
$350 and $500.

PRE-SOA

We can assist you with administrative functions required pre-SOA, such as data gathering and comparison reporting.

Pricing is on application. Download our flyer.
Please Contact Us for assistance.

POST-SOA

We can assist you with administrative functions required post-SOA, such as implementation and follow-up.

Pricing is on application. Download our flyer.
Please Contact Us for assistance.

FINANCIAL MODELLING

We perform detailed financial modelling as a stand-alone Pre/Post SOA service.

Pricing is on application.
Please Contact Us for assistance.

PRACTICE SUPPORT

We can assist with the set up and development of your internal processes such as process mapping and manual development.

Pricing is on application.
Please Contact Us for assistance.