WE BUILD SMART ADVICE DOCUMENTS

For busy Financial Advisers who want to grow their advice business

Outsourced Paraplanning and Contract Paraplanner

About Us

Eloquent offers an outsourced paraplanner service. We prepare Strategy Papers, Statements of Advice, and an XPLAN data entry service.

Founded in 2012, we’re based on the Central Coast of New South Wales and we serve Financial Advisers around Australia.

Our Services

If You Need Help With Your SoAs, Then Our Outsourced Paraplanner Service Is Here For You

Strategy Papers

We'll work with you to analyse and explore gaps, inconsistencies, and opportunities to reach optimum strategies.

Statements of Advice

We'll prepare research-backed, concise and personal SoAs in plain English in line with your preferred structure and format.

XPLAN Data Entry

We'll take care of the data input so you can spend more time on income-generating activities and less time on administration.

Why Choose Us

We're Local

All staff are based in Australia

On-Demand

Pay for what you need, when you need it

We're Fully Insured

Professional Indemnity cover for your peace of mind

Speedy

Delivery within 7 business days

Experienced

17+ years in the financial planning industry

Easy delivery

All SoAs are completed remotely

Testimonials

“Our experience with Eloquent has been really positive. The turnaround times quoted following the submission of our requests have always been met. This is reassuring from the viewpoint of booking appointments which then has a flow-on effect of consistency of income to the Practice. I can happily recommend Eloquent and feel sure you will have great outcomes, as we have.”
L. Provis
Principal Financial Planner
“It is an efficient and effective service as you have invested in technology and understood XPLAN. The cost saving in relation to not having paraplanning staff sitting in an office when your business is a smaller size enables me to do more face to face work with clients, which, is my preferred work. [Eloquent] gives me a second set of eyes to look at my strategies and to bounce something off.”
G. Arnold
Principal Financial Planner
“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. This allows us to do what we do best; provide advice and service our clients.”
L. Ranson
Principal Financial Planner

Your Practice is growing but you're not ready to hire

If hiring a full-time employee is too much of a commitment, we invite you to try our service and experience the benefits of outsourced paraplanning today.

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