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
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.
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.
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.