Financial Planners shouldn't do paraplanning work
Your financial planning practice needs clear, concise and effective Statements of Advice. They need to be easily understood by your clients and meet ASIC’s standards.
This requires in-depth research, financial projections, and then creating a compliant advice document to put it all together. That’s what a paraplanner does.
As a Financial Planner, you’re very busy; under pressure to meet client demands and to generate business income.
You can’t be the paraplanner and financial planner at the same time.
You know that repetitive and non-billable paraplanning work has the lowest return-on-investment.
Doing all that busy-work prevents you from investing your time and energy in building relationships and helping clients.
Your practice is growing but you're not ready to hire
So, what can 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 data entry, financial projections and creating Statements of Advice yourself isn’t sustainable.
Preparing advice documents is vital to your financial planning practice so it’s important that you find an effective way to manage your advice preparation.
So, how can you serve your clients, grow your business and make things happen when you have all that prep work to do?
You don’t have to. Because we can do the prep work for you.
An efficient and cost-effective solution
Outsourcing your paraplanning has never been easier.
When you work with us, you’re investing in qualified and experienced paraplanners. You also buy your time back so that you can free yourself to grow your business.
We can take care of the data entry, financial projections, and Statement of Advice.
Our proven system, streamlined process, and expert team have you covered every step of the way.
Isn’t it time you got back to focusing your invaluable time and energy on what matters the most and what you do best?
How it Works
2. Sign Agreements
Details our services, confidentiality, timelines, and payment schedules.
3. We get to work
We can handle the entire process from data entry, to projections, and writing the SoA, week in, week out.
Why choose Eloquent Paraplanning?
Pay only for what you need, when you need it
Our simple fixed fee structure ensures you always stay on budget.
There are no contracts or hidden charges.
Request a free consultation
Start here. We’ll schedule a time for us to talk this week about paraplanning support for your business.
Free yourself to grow your business
Frequently Asked Questions
Paraplanning involves performing the administrative duties of a financial planner. This function was created to allow financial planners to focus on working more closely with clients and identify their investing needs.
All busy Financial Planners! Our business was designed with busy financial planners in mind. If you are overwhelmed with data entry, financial modelling, and writing Statements of Advice, then our paraplanning service will most likely be a great fit.
No. In addition to writing Statements of Advice, we also offer stand-alone XPLAN Financial Modelling and XPLAN Data Entry. These services are quoted separately.
We do not charge on a per hour basis. We charge per plan. Each Paraplanning Request is is reviewed individually and priced according to our Fee Schedule. Please visit our Forms and Brochures page for more details.
We specialise in using XPLAN only. We do not use any other software to generate SoAs or Financial Modelling.
We do. We have a team of professional paraplanners with different skills and expertise. Each Adviser will be paired with the most suitable paraplanner whom will complete the request from start to finish.
We deliver within 5 to 7 business days.
We only accept electronic bank transfer into our company bank account.
No. You will be invoiced on completion. The invoice is payable within 14 days.
No we don’t. We will only use your compliance-approved strategy text for all advice documents.
Yes. To ensure compliance with your Australian Financial Services License or Licensee, we will only use your compliance-approved templates. The advice documents will be prepared in accordance with your particular style, format and structure, then delivered to you electronically in an editable format.
Contact us and book your free consultation to discuss your paraplanning needs. We have a simple 3-step engagement process that can set you up within 24 hours.
Have more questions? No problems!
We operate Australia-wide and would be happy to chat to you about any questions you might have. Call us today for an obligation-free consultation and quote.