Our Core Service Tiers
Ironbark Consulting Lite
Cost-effective, straightforward advice documentation designed for high-efficiency practices.
- Records of Advice (RoA)
- Risk Only SoAs
- Standard Super/Risk Strategies
Ironbark Consulting Premium
Full-service paraplanning for complex scenarios requiring deep technical expertise.
- Multi-Entity Strategies
- Cashflow Modelling & Tax
- Estate Planning & SMSF
Back-Office Support
Seamless administrative outsourcing to free up your team for client-facing activities.
- CRM Data Management
- Product Research & Comparison
- Application Processing
Service Comparison
| Feature / Deliverable | Ironbark Consulting Lite | Ironbark Consulting Premium | Back-Office |
|---|---|---|---|
| Primary Deliverables | Standard SoA, RoA | Complex SoA, Strategy Papers | Admin, CRM, Research |
| Turnaround Time | 3-5 Business Days | 7-10 Business Days | Ongoing / Task-based |
| Complexity Level | Low to Medium | High / Specialized | Administrative |
| Strategy Support | Template-driven | Bespoke / Collaborative | Data Support Only |
| Exclusions | Complex Tax Modelling | Direct Client Advice | Paraplanning Tasks |
How We Work Together
Onboarding
Initial discovery call to align on your software, templates, and compliance standards.
Request Submit
Upload your fact-find and strategy notes via our secure portal for immediate assignment.
Production
Our dedicated experts draft the documentation, followed by an internal peer-review quality check.
Delivery
Final documents delivered with a summary of key points and ready for your final sign-off.
Typical Fee Ranges
RoA Bundle
From $100Standard Records of Advice for minor changes or annual reviews.
Lite SoA
From $400Standard Superannuation or Risk-only Statements of Advice.
Premium SoA
$550 - $850Comprehensive advice involving multi-entity or complex strategies.
Admin Support
$25/hrHourly based administrative and back-office assistance.
Research Task
From $150Deep-dive product comparisons and technical research reports.
Custom Quote
BespokeTailored solutions for high-volume practices or unique projects.