Paraplanning Solutions

More time. More capacity.

Helping Financial Planners provide more advice to more people since 2012

Services

What we do

#1

Statements of Advice

We’ve been providing an outsourced paraplanning service to the Australian financial planning industry since 2012. This is the core of what we do. Our focus has always been on helping financial planners like you build your businesses by providing Paraplanning support so that you can focus on what you do best.

#2

XPLAN Data Entry

The daily hassle of dealing with large volumes of data continue to pose a problem for businesses, large and small. Accurate data entry is the foundation of efficient and successful data management. Inefficient and outdated methods of data entry can lead to mistakes and errors, leading to wrong client data and decision-making.

Why Choose Us

6 reasons to hire us

100% Australian-based

All work is completed onshore

Guaranteed Fixed Fee

So you'll always stay on budget

Experienced

20 years in the financial planning industry

On-demand

Only pay for what you need, when you need it.

Speed

Delivered within 7 business days

Fully Insured

Offering you peace of mind and security

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.
Luke Provis
Luke Provis
Financial Planner and Director at Future First Financial Planning
The service I have received has been first rate and very well organised. I would highly recommend Eloquent Paraplanning to busy financial planners.
Tristan Godfrey
Tristan Godfrey
Financial Planner and Director at Sound Financial Solutions
The cost saving in relation to not having to have paraplanning staff sitting in an office when your business is a smaller size enables me to do more face to face work with clients which is my preferred work.
Grant Arnold
Financial Planner and Director at PAM Financial Advisors

Clients we've helped

Have some questions?

Contact us

We operate Australia-wide and would be happy to chat to you about any questions you might have.