Our paraplanning and back-office services are mated to a pay-for-what-you-need pricing model. A model that aligns with your pipeline, helping to lower non-income producing fixed costs as your pipeline ebbs and flows.
In short: when you are busy, we are busy. When you are not, with DöXA you will not have full-time salaries and other overheads to pay.
We can support your business in two ways:
- Integrated Offering: We assist you to become a full sales-focused enterprise, becoming fiscally agile with your costs ebbing and flowing in concert with your pipeline. We become a bolt-on integrated part of your operations that activate when you activate. Service packages can be tailored depending on anticipated case flow whereby you reap greater value pricing and industry-leading efficiencies.
- Case-by-Case Offering: Alternatively, we can add to your business a prudent layer of risk mitigation for times when you suffer pipeline spillover. We understand that pipelines are lumpy and existing back-office and paraplanning infrastructure can become temporarily inadequate, potentially diminishing quality and compliance standards. We can operate on a case-by-case basis for an adviser or existing paraplanner to have us work with them when a pipeline glut needs an extra set of hands.
Trends show that small – medium sized financial advice firms are outsourcing more and more, which is understandable given it takes 4 – 6hrs to do a standard SoA. Imagine what else you and a full-time sales-focused staff could be doing.
Don’t let leads from a successful marketing campaign go cold due to lack of paraplanning staff; you can temporarily scale your business using DöXA without CAPEX.
INDICATIVE MODULARISED TIERS & PRICING
Statement of Advice (SoA) and Record of Advice (RoA)
Risk Insurance, Superannuation, SMSF, Wealth Creation, Investments, Gearing, Estate Planning, Transition to Retirement Strategies. *
SoA Lite – $350
This charge rate is reserved for one-two strategy SoAs with relatively low complexity. Our most common SoA request for an adviser when recommending an initial strategy to begin a step-by-step planning approach over the longer term.
SoA Standard – $550
This charge rate is reserved for a three-four key strategy SoA with moderate complexity.
SoA Comprehensive – $750
This charge rate is reserved for multi-entity cases as well as highly complex cases with five or more key strategies working in concert with each other.
RoA – $280
This charge rate is reserved for Records of Advice of all complexity.
Premium Offerings – POR
Fast-Tracked SoA/RoAs; Strategy Consultations; Ad Hoc Research, Comparisons & Modelling; Needs Analysis; Workflow Management; Data Management & Maintenance; SoA Vetting.
Research & Development – POR
Template Creation & Maintenance; Systemised Research Provision; Process & Workflow Solutions; Instrument Design & Development.
Within each style of service across all scopes of advice – be that Risk-Insurance, Superannuation-SMSF, Wealth-Investments, Retirement Strategies, or Full Holistic Advice – we simplify costs to you by creating three general pricing tiers with premium add-ons available if requested. These three tiers are a reflection of the strategy complexity for a case. After our assessment, and before we begin the SoA/RoA, we agree with the adviser to a pricing tier. No hourly costs, hidden fees or surprises will emerge along the way.
Please contact us for a discussion about what DöXA Technê Paraplanning can do for you and how your advice might fit into our pricing tiers.
*Indicative pricing tiers are based on a one-off and non-integrated request for paraplanning. Significant reductions are available based on contracted flows and integrated service offerings. Prices are ex GST. Please contact us for a full set of terms tailored to your business’ technical needs and expected flows.
DöXA Group 