More time. More Capacity.

Outsourced Paraplanning Service for Financial Advisers

Your own dedicated Paraplanner without the commitment of a full time employee

We’re a 100% Australian-based outsourced paraplanning service for Financial Advisers. 

We’d love you to be our next success story. 

Services

What We do

#1

Statements of Advice

We prepare personalised advice documents designed to meet your clients’ financial and lifestyle goals at different stages of life.

Eloquent Paraplanning has been providing outsourced paraplanning services to the Financial Advisers since 2012. This is the core of what we do. Our focus has always been on helping Financial Advisers, like you, build your businesses by providing paraplanner support so you can focus on your core service: Advice.

#2

Financial Projections and Modelling

We crunch the numbers to produce long-range cash flow analysis, investment analysis and retirement reports.

Clients come to you for guidance on how you can improve their financial well-being. They want to see how much better their lives will be if they dealt with you. One way to demonstrate your value is to show them the numbers.

Advice backed by research and financial modelling is an effective way to prove and support your recommendations.

#3

XPLAN Data Entry

We can take care of time-consuming data input so you can stay focused on your core services and your clients.  

The daily hassle of dealing with large volumes of data is a challenge. So, accurate data entry is the foundation of efficient and successful data management. 

So, let us take care of this task because your time is better used for generating revenue and nurturing client relationships.

Why Choose Us

100% Australian-owned company

SoAs in just 1 week

We deliver within 7 business days

We're Local

All staff are based in Australia

On Demand

Pay only for what you need

Testimonials

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.

Some of our valued clients