Success is a team sport

Partner with us today

Hand over your paraplanning work to a team of specialists.  With a proven system and robust processes, we have documented testimonials from Financial Planners nationwide.

Our Services

Advice Documents

A comprehensive report of your clients’ current and future financial position to predict future cash flows, asset values and retirement plans, delivered to your inbox.

Financial Modelling

Cash flow analysis, comprehensive risk management, long-term investment, tax planning, retirement strategy and estate planning, presented in display and chart formats.

Strategy Papers

There are times when your clients have complicated financial positions involving multiple tax entities and structures, multi-generational portfolios, and complex estate planning.

Data Entry

Don't get caught up in administration and data entry work, because this has the lowest return on your investment. We offer an XPLAN data entry service to complement our other services.

Are you looking to pursue a career in paraplanning?

People are at the heart of our company and we aim to recruit the best talent, where creativity and skill match enthusiasm for the world of finance.

ELOQUENT Paraplanning

We work with financial planning businesses helping them make more money and get more done.

We're passionate about what we do and get tremendous joy from seeing businesses grow.

We'd love you to be our next success story.

Why Use Our Services

More than ever, it is critical for businesses to have a competitive advantage. Let us show you how.

Agility

Increase your ability to "scale at will". Our on-demand service allows you to tap the right skills and resources at the right moment.

Reduce Labour Costs

Using contractors avoids the larger investments of time and cost associated with recruiting, training, and managing resources internally.

Skills and Experience

Two important criteria businesses have when taking on staff are skills and experience. Benefit from the specialised skills and more than a decade of experience we bring to the table.

Immediate kickstart

There is no need for you to provide training and onboarding programs. We can set you up within 24 hours. We believe speed is a critical success factor.

Virtual

We offer virtual services, so we can connect with you regardless of physical location. So, if you're looking to trim expenses and reduce overhead while keeping professionalism high, we look forward to working with you.

What Our Clients Say

Our clients depend on us to provide premium products and exceptional customer service. We do our best to meet and exceed their high standards. 

"Our experience with Donna and her team has been really positive. The turnaround times quoted have always been met. This has been really valuable for us. I can happily recommend Donna and Eloquent and feel sure you will have great outcomes, as we have.”
Luke Provis
Luke Provis
Future First Financial Planning
“Their end product and technical expertise is great, and just as importantly, the communication throughout the process is excellent, which means I always have complete confidence that our documents will be ready in time for presenting to the client.”
Tim Kelly
Tim Kelly
MLC Advice Woy Woy

Get In Touch

Do you have any questions? Send us a message and we'll get back to you shortly.

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