PricingBenfield Pricing

Welcome to our pricing page, where we provide clear and transparent information about our Paraplanning Services Pricing.

At Benfield Paraplanning Services, we believe in offering value for money without compromising on the quality of our services.

Pricing Details

Advice Document TypeFee (excluding GST)
ROA – Holdsfrom $300 + GST
Standard ROA’sfrom $400 + GST
SOA’sfrom $400 + GST
Gearing / Debt recycling with up to 5 projectionsfrom $1,200 + GST
Multi-complex, SMSF, trusts and companiesQuoted case by case
Wealth Solver / Risk Researcherfrom $100 + GST
Custom Service Offices (CSO) supportQuoted case by case

Additional Services

We understand that every client is unique and may require additional services. Therefore, we offer a range of additional services that can be added to our standard or complex paraplanning services. The pricing for these services is based on the complexity and time required to complete them. Please contact us for more information about these services.

Benefits of Outsourcing

Outsourcing your paraplanning needs to us can provide numerous benefits. Not only can you save on costs associated with hiring and training an internal paraplanner, but you can also gain access to our team of experienced paraplanners. Furthermore, outsourcing allows you to spend more time building client relationships and less time on administrative tasks.

We are dedicated to providing high-quality paraplanning services at competitive prices. Trust us to support your financial planning process with our expert services.