Free yourself up to do what you do best
Outsourced paraplanning with a fixed fee. No contracts. No hidden charges.
Grow your business, your client base and your profitability with done-for-you Statements of Advice by Eloquent.
Outsourced Paraplanning has evolved
Outsourced paraplanning comes to mind when 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?
Our Paraplanning Services
Statement of Advice
Writing is our craft. Let’s help you spend more time developing financial strategies and nurturing client relationships.
Say goodbye to repetitive, non-billable and time-consuming data entry work.
Stand Alone Projections
We’ll crunch the numbers to support your strategies and recommendations.
How it works
Sign the Agreements
Review and sign the confidentiality and advisor agreements which details our terms and conditions, service overview and fees.
Send your Request
Complete and email a Paraplanning Request form to us. Within 24 hours, you’ll receive a quote and a completion date.
We'll get to work
On receipt of you approval to proceed, we’ll start working on your paraplanning request and then deliver within the agreed timeframe.
What you'll receive
- 01. WealthSolver and Risk Researcher reports
Say goodbye to time-consuming product research. We will prepare like-for-like comparisons between your required products so you can make informed and appropriate recommendations to support your strategies.
- 02. Financial modelling and projections
Cash flow, taxation, asset valuation and retirement projection reports are included. We will build financial models from scratch, inputting existing data and assumptions to project different scenarios.
- 03. Statement of Advice in WORD format
Advice document preparation has never been easier. We will prepare the SoA according to your preferred structure, format and style, while remaining in line with your licensee standards.
6 Good Reasons to call us
Past and Present Clients
What Our Clients Say
Get in Touch
Ready to start outsourcing to a Paraplanner?
We invite you to book a Discovery Call. It’s a FREE one-on-one phone consultation with us. It’s the first step we take in getting to know your business goals and challenges so we can fill in the gaps for you with our Paraplanning Services.