Statement of Advice (SoA) modelling

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Each SoA includes 1 cashflow projection, if applicable.

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Additional projections charged separately as follows:

• $50 + GST per additional cashflow

• $50 + GST per capital projection (up to 5 years)

• $100+GST per capital projection (over 5 years)

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For example, full retirement modelling costs $150 + GST (cashflow + capital projection over 5 years).

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Ad hoc financial modelling

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Charged at hourly rate of $120 + GST per hour, in 15 minute increments.