Imagine Freeing up five hours a day

Outsource your paraplanning and save money, avoid stress and spend your energy working on things you enjoy.

Welcome to Eloquent.

Outsourced Paraplanning for Financial Advisers

Your financial planning practice needs clear, concise and effective Statements of Advice, easily understood by your clients and meet ASIC's standard.

So what do you do?

Hiring a full-time paraplanner is too much of a commitment. Plus, you’ve been in the industry long enough to know that writing them yourself isn’t sustainable.

This is where our outsourced paraplanning service comes in.

You'll get a dedicated paraplanner without the commitment of a full time employee.

Your SoA will be proofread, formatted, and delivered within 7 business days.

Are you ready to be our next success story?

What We do

#1

Statements of Advice

Our team of seasoned outsourced paraplanners will prepare tailored advice documents designed to meet your clients’ financial and lifestyle goals at different stages of life.

#2

Financial Projections and Modelling

When Clients come to you for guidance on how you can improve their financial lives, they want to see how much better their lives will be if they dealt with you. So, one way to demonstrate your value is to show them the numbers.

#3

XPLAN Data Entry

We will take care of time-consuming data input so you can stay focused on your core services and your clients. So, let us take care of this task because your time is better used for generating revenue and nurturing client relationships.

Why use our outsourced paraplanning service

SoAs in just 1 week

We deliver within 7 business days

We're Local

All staff are based in Australia

On Demand

Pay only for what you need

Experienced

Our team of outsourced paraplanners have 17+ years of industry experience

Easy Delivery

All SoAs completed remotely and delivered online

Fully Insured

Professional Indemnity cover in place

Testimonials

What Our Clients Say

"Our experience with Eloquent has been really positive. I can happily recommend Donna and Eloquent and feel sure you will have great outcomes, as we have."
"It is an efficient and effective service as you have invested in technology and understood X Plan software. [Your service] enables me to do more face to face work with clients which is my preferred work."
"We have been very happy with the services of Donna and the team at Eloquent Paraplanning. They have always been very approachable and professional."
"Having confidence in Donna has allowed me to free up my time to focus on growing the business. The service I have received has been first rate and very well organised."
“As a business owner, low cost, high quality SoAs are important. Donna and her team have been able to produce documents that both engaging for our clients while meeting the legislative requirements."
“The need for accurate and relevant financial advice delivered in a timely manner has never been more imperative. Eloquent Paraplanning have a proven record of articulating both simple and complex strategies into compliant statements of advice."

Past and present clients

Pay only for what you need, when you need it

Simple fixed fee.
No contracts. No hidden charges.