Outsourced Paraplanning to help you grow your Financial Planning business faster

For Financial Planners who want to grow their business, profitability, and client base

Financial Planners shouldn't do paraplanning work

What if you could serve your clients, grow your business and make things happen without hiring a full-time Paraplanner? Now you can.

We help Financial Planning practices provide more advice to more people through outsourced paraplanning

#1

Strategy Papers

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.

#2

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.

#3

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.

Why Choose Us?

Save on employment costs

You'll get a dedicated Paraplanner without the financial commitment of a full-time employee

Minimal Editing

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

More time for important things

No longer will you spend your weekends writing SoAs

Client Testimonials

"It is an efficient and effective service as you have invested in technology and understood XPLAN. The cost saving in relation to not having 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. [Eloquent] gives me a second set of eyes to look at my strategies and to bounce something off."
Grant Arnold
Financial Planning Principal, PAM Financial Advisors, Sutherland NSW
"Our experience with Eloquent has been really positive. The turnaround times quoted following the submission of our requests have always been met. This is reassuring from the viewpoint of booking appointments which then has a flow-on effect of consistency of income to the Practice. I can happily recommend Eloquent and feel sure you will have great outcomes, as we have."
Luke Provis
Financial Planning Principal, Future First Financial Planning, Frankston VIC

Some of our valued Clients

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