About

 

Who We Are

Founded in 2012, Eloquent Paraplanning is a privately-owned, Australian Paraplanning company. 

With no association or affiliation with other institutions, the business remains an independent financial services business.

We are located in New South Wales, on the East Coast of Australia and work with clients all over Australia, communicating regularly through email, Skype, and telephone.

The core of Eloquent’s business model is to invest in high-performing staff and technology.

It is our aim to share our knowledge, skills, training and experience to make your life easier.

We will show you how to leverage technology and our financial planning expertise to drive your business forward.

There is no need to provide us a desk space, equipment, or training. We have robust processes in place to blend our services with your existing business operations. And the best thing is, we will even help you bring everything together seamlessly so you can get on doing what you love most – serving your clients!

So, if you think outsourcing your paraplanning should be an easier and a more joyful experience, partner with us today and let us help you free your time.

 

Our Vision

To be the most trusted and respected Outsourced Paraplanning company in Australia.

 

Our Mission

Our commitment is to actively-contribute to the financial well-being of all Australians. To us, that means meeting the needs of Financial Planners to deliver inspiring and engaging financial plans to help everyone be financially fit.

 

Our Values

  1. Integrity
  2. Consistent High Performance
  3. A commitment to Excellence
  4. A belief in changing lives

 

How are we different ?

  1. We deliver a complete Paraplanning Solution with a guaranteed fixed fee.
  2. You pay only for what you need, when you need it.
  3. No contracts.
  4. No monthly retainers.
  5. All of the work are completed in Australia.

 

Our 3-step system to get started

  1. Review and sign our Advisor Agreements. We respect the privacy of your clients and the confidentiality of a Financial Adviser’s work.
  2. Complete a Paraplanning Request form.
  3. We’ll get to Work!

 

Top Five Reasons to use Eloquent Paraplanning

  1. Reduce the costs associated with hiring extra employees, office space and equipment, and leave entitlements.
  2. Achieve dramatic process improvements by outsourcing your non-income-producing administration.
  3. Deliver a new level of service by spending more time servicing your most valuable assets – your clients.
  4. Control your overheads by using the service as much or as little as you like, depending on your business requirements.
  5. Create additional income by spending more of your valuable time in developing and growing your business.

TAKE THE NEXT STEP TOWARDS DRIVING YOUR BUSINESS FORWARD