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

XPLAN data entry

Statement of Advice

Writing is our craft. Let’s help you spend more time developing financial strategies and nurturing client relationships.

Statement of Advice (SoA)

Data Entry

Say goodbye to repetitive, non-billable and time-consuming data entry work. 

Statement of Advice

Stand Alone Projections

We’ll crunch the numbers to support your strategies and recommendations.

How it works

01

Sign the Agreements

Review and sign the confidentiality and advisor agreements which details our terms and conditions, service overview and fees.

02

Send your Request

Complete and email a Paraplanning Request form to us. Within 24 hours, you’ll receive a quote and a completion date.

03

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

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

Past and Present Clients

What Our Clients Say

"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."
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.