Ironbark Lite
From $100
Essential documentation for straightforward advice scenarios.
- Records of Advice (RoA)
- Risk Only SoA
- Standard Super/Risk Strategies
Transparent Pricing That Reflects Real Value
Empowering financial planners across Australia with scalable, cost-effective advice documentation. No hidden fees, just professional support tailored to your practice's needs.
Flexible Plans for Every Firm
Choose the level of support that fits your current workflow and scaling goals.
Most Popular
Ironbark Premium
From $550
Comprehensive paraplanning for complex multi-entity strategies.
- Multi-Entity Modelling
- Taxation & Estate Planning
- Full Strategic Analysis
Back-Office
From $25 /hr
Administrative support to free up your advice team's time.
- CRM Data Entry & Research
- Client Communication Prep
- Ongoing Compliance Tasks
Detailed Service Pricing
Real-world examples of our common engagement points.
Record of Advice (RoA)
From $100
Ideal for minor strategy tweaks or product replacements within existing portfolios.
Standard SoA
From $400
Comprehensive Statement of Advice for single entities with standard super and risk strategies.
Complex Premium SoA
$550 – $650
In-depth documentation for multi-entity structures, SMSFs, and complex tax modelling.
Admin Support
$25 / Hour
Hourly rates for CRM management, client data cleansing, and back-office tasks.
Strategic Research
By Quote
Customized research reports for specific investment or insurance product comparisons.
Urgent Turnaround
+25% Loading
Priority processing for advice documents required within 48-72 hours.
The Economics of Outsourcing
Realize significant gains in productivity and overhead reduction.
40%
Average Cost Savings
Compared to maintaining a full-time, in-house paraplanning resource.
5-7 Days
Standard Turnaround
Consistent, reliable delivery timelines that keep your advice process moving.
15+ hrs
Time Saved Weekly
Per planner, allowing for more client-facing hours and business development.
100%
AU Based Support
All work performed by dedicated Australian paraplanners who understand local compliance.
Common Questions
Everything you need to know about our pricing and engagement model.
Still have questions? Our team is here to help.
Speak with a Consultant
What is your typical turnaround time?
Standard turnaround for a Lite SoA is 3-5 business days. Premium SoAs typically take 5-7 business days depending on complexity. We also offer a priority 48-hour service for urgent cases.
Are there any monthly minimums?
No. We pride ourselves on being a truly scalable partner. You can use us for a single SoA per month or outsource your entire advice pipeline. We adapt to your volume.
How do you handle revisions?
Minor revisions or clarifications are included in the fixed fee. Significant changes to strategy after drafting has commenced may incur a small additional fee based on the work required.
Is my client data secure?
Absolutely. We use enterprise-grade encryption for all data transfers and maintain strict confidentiality agreements. All our paraplanners are based in Australia and adhere to Australian Privacy Principles.
Do you work within my software (Xplan, Midwinter)?
Yes. Our team is proficient in all major financial planning software suites. We can work directly within your site or provide templates for you to import.