Outsourced Paraplanner and Contract Paraplanning
For Financial Advisers who want to grow their business, profitability, and client base
Get a dedicated Paraplanner without the financial commitment of a full time employee
We're an outsourced paraplanner and contract paraplanning service based in Australia. We'll fully integrate into your team and adopt your processes.
Outsourced Paraplanner Services
Are you looking to find the most appropriate strategy for your Clients? We’ll help you build the strategies and recommendations to be presented within the Statement of Advice (SoA). We’ll work with you to analyse and explore gaps, inconsistencies, and opportunities before the SoA is prepared for the Clients.
Statements of Advice
Is preparing advice documents a time-consuming (and non-billable) task for you? We’ll prepare research-backed simpler SoAs with clear strategies. We’ll ensure that the language used and the amount of detailed information provided will be tailored to the Clients’ level of understanding of finance and investment.
XPLAN Data Entry
Looking for a more efficient way of entering Clients’ data on XPLAN? Avoid the hassle and achieve significant cost savings and quick turnaround. Outsource the data entry to us and get your time back.
6 good reasons
Why You Should Choose Eloquent Paraplanning
Benefits of using an Outsourced Paraplanner
Some of our valued Clients
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