One Degree’s Fixed pricing structure gives you certainty of cost; allowing you to budget for your paraplanning expenditure. Pricing per SOA starts at $330 (inc. GST) up to a maximum of $495 (inc. GST).
We believe you should be rewarded for the work you put into making the process easier, so we will assess your SOA template and the quality of your client data capture (Fact Find), super research, Insurance research etc.) before quoting a fixed price.
The more complete your template and data, the lower the cost of our services.
Kiersten is a highly skilled professional in the financial services industry with more than 16 years' of experience. She takes pride in writing Statements of Advice for Advisers and has been a Paraplanner for the past 13 years.
She holds a Diploma in Financial Planning from Kaplan, and a Bachelor's Degree in Business Administration - Accounting.