At Plans Plus, we believe in straightforward pricing with no hidden fees. Our services are structured to give you flexibility based on your needs—whether you require full-service paraplanning, limited scope SoAs, or administrative support.
We’ve created our pricing to help you manage costs while still accessing high-quality work from experienced professionals.
Whether you’re managing a steady client flow or handling peak periods, our pricing model gives you cost certainty and control. Below is a guide to our standard pricing across each service level:
Plans Plus Lite (Offshore SoA Writing)
Perfect for straightforward, limited scope advice documents.
• Records of Advice – from $100*
• Risk Only SoA – from $220*
• Simple SoA – from $250*
• Standard SoA – from $400*
Plans Plus Premium (Onshore Comprehensive Paraplanning)
Ideal for complex strategies, multi-entity advice, or where in-depth financial modelling is required.
• Risk Only SoA – from $550*
• Single Entity SoA – from $550*
• Multiple Entity SoA – from $650*
All prices exclude GST.
Plans Plus Back-Office (Admin Support)
Professional, reliable administration support for day-to-day business tasks.
• Administration Support – from $25/hour
Note: Final costs may vary depending on the complexity of the file or the scope of the work. All pricing will be confirmed prior to commencement.
We don’t believe in surprise fees. Every quote you receive from Plans Plus is fully itemised and clearly explained before any work begins. You’ll know exactly what you’re paying for—and when you can expect delivery.
Need help deciding which service tier suits your needs? We’re happy to guide you.
If you’re tired of unpredictable costs and overstretched resources, Plans Plus is here to help. Let’s talk about a pricing structure that fits your business.