because life awaits you outside of the office.
Your Paraplanner writes the SoA
Delivered within 7 business days
Before your first request, we will have a chat to get to know you, what you are looking for and how you like your SOA's written.
You will work with the same Paraplanner every time and have direct contact with them.
You will deal with the same Paraplanner every request and have direct contact with them.
We established back in 2010 with a vision and laser focus. Now CPS has a team of Senior Paraplanners, based all around Australia and is headed by Hayley Knight.
Fore more info on our team,
Everything CPS does is about saving time, because we know life isn't meant to be spent in front of a computer.
Our service is simple but effective so that you can focus on the more important things.
Automation is key to creating true efficiency. All workflow is centralised in our online portal that integrates with your emails.
No paperwork, no repetition. Simple.
$250 - $350 + GSt
Includes up to two simple strategies such as risk, super rollover, portfolio rebalance, investment, contributions etc.
$425 - $550 +GST
Includes up to four strategies such as risk, super rollover, portfolio rebalance, pension, super contributions, gearing etc
$900 + GST
More complex plans including multiple entities and strategies.