by Tracie Martin & Sharon Forster
Tiered pricing, tailored to suit you
At SOAs2U we understand that it is important to make a decision simple.
That's why we give you a personalised quote up front and based only on the services your business needs. Once confirmed, you can leave your SoAs to us, safely knowing that will be no additional, hidden costs along the way.
Our
Services
Tier 1:
Limited
SoAs
Simple Limited SoAs dealing with a single issue or strategy, where the scope of advice is specifically limited to a certain aspect. No projections included.
Tier 2:
Standard
SoAs
Standard SoAs involving no more than two simple strategies. Examples: Super rollover with insurance or Super rollover with salary sacrifice. No projections included.
Standard SoAs involving no more than two simple strategies. Examples: Super rollover with insurance or Super rollover with salary sacrifice. Includes projections.
Tier 3:
Comprehensive SoAs
Comprehensive SoA including any combination of 3 – 4 strategies including projections
Comprehensive SoA including any combination of 5 - 6 strategies including projections