Straightforward, fixed fee paraplanning pricing
Intermediate Paraplanner
Suited for advice preparation that includes more retirement planning and more complex insurance, projection and strategy modelling.
Senior Paraplanner
Suited for complex advice requirements such as full retirement modelling, SMSF and entity structuring as well as practices requiring greater knowledge of investment and portfolio construction.
How our paraplanning pricing works
Choose your staff
Choose your paraplanning staff tier and evaluate the available candidates.
Fixed for 12 months
Once signed up, our prices are fixed for 12 months for the chosen staff member.
Annual Review
We will cap our fee increase by 5% during our agreement renewal meeting.
Benefits of our offshore paraplanning service
We're big believers in transparency thats why we publish our paraplanning service fees and pricing structure.
Our division managers supervise and train paraplanners as well as review all work before being submitted to you.
We'll monitor our turnaround times and average task duration to ensure that we're meeting performance standards every month.
We price our paraplanning tiers based on Australian verifiable paraplanning experience so your staff have genuine expertise.
Your paraplanning journey with Felcorp
See our timeline below from your initial enquiry to a fully functional paraplanning outsourcing service.
You can book a time that suits you right now.
We'll map your advice process, discuss your software stack and determine what you need.
We'll set up a trial so you can see how we prepare several SoAs and advice docs.
We'll get the team set up with advice software, training resources and management supervision processes.
We'll complete the trial period. You decide if you wish to engage us or leave us.
You'll sign our contract and we'll start staff onboarding as per our agreed terms.
We'll provide daily activity reports for each staff member on close of business.
We'll provide you with detailed timesheet and job breakdown for productivity reporting.
Every quarter, we'll review our performance, benchmark results and resolve any issues.
Paraplanning pricing questions? See our FAQs below
We structure our pricing on the same terms you would price a full time paraplanning employee in your office. Fixed monthly rates for 12 months in AUD and inclusive of GST. Clear inclusions, no hidden fees, billed monthly.
What's included: all workflow that is in line with the paraplanning scope of work is included in the monthly rate. This includes all training and process development.
Whats excluded: adviser sign-off, licensee/platform fees, third-party software licences, large template rebuilds and non-paraplanning admin. Th
For changes in which the agreed scope of the paraplanner deviates by more than 25% during the agreement period, we will have to plan and negotiate this change. This is typically reviewed at our renewal meeting. For urgent work and overtime, if it is incidental, it is covered by us.
For all overtime that work that exceeds 10 hours in a month, we may charge this back in agreement with you.
Price changes will depend on what the experience level is of the incoming paraplanning staff member. We price on candidate experience level. All new incoming staff are signed off by you before placement so you will never get caught out by surprise.
