Outsourced Paraplanning for Financial Advisers

Discover a faster, more effective way to build, grow, and scale your business.

Welcome to Eloquent.

Outsourced Paraplanning for busy Financial Advisers

Hiring a full-time paraplanner is too much of a commitment.

Plus, you’ve been in the industry long enough to know that preparing SoAs 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.

⇒ No longer will you spend your weekends writing SoAs because we can do that for you.

Are you ready to be our next success story?

6 Reasons why you should call us

We're local

Our Team is 100% based in Australia

Easy Delivery

SoAs delivered securely online or uploaded to XPLAN

Experienced

17+ years of financial planning industry experience

On Demand

Only pay for what you need, when you need it

SoAs in just 1 week

SoAs delivered within 7 business days

Fully Insured

Professional Indemnity cover in place

Done-for-you from data entry to Statement of Advice

We don’t just write Statements of Advice. We can also handle the prep work from data entry to research, and to financial modelling and projections. 

Why Outsourced Paraplanning

Focus

Effective outsourcing will allow you to focus on your core activities

Access to skills

You will have access to professional skills at a fraction of the cost of employing a staff member

Streamline

Your business operations will be streamlined by not having access to services without the hassle of setting up a new workspace

Client Service

You will have a dedicated paraplanner without the commitment of a full-time staff and will help deliver improved client service

Flexibility

You can use the service as much or as little as you want

cost savings

Lower financial commitment compared to employing in-house staff

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

Outsourced paraplanning with a simple fixed fee.
No contracts. No hidden charges.