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Eloquent Paraplanning Testimonials

about us

01

Eloquent is a Paraplanning Service provider to Financial Planning practices and businesses. 

Founded in 2012 by Donna Klajman, the team consists of professional paraplanners, based in Australia. No work is sent offshore. 

Our headquarters is located just north of Sydney on the Central Coast of New South Wales.

Our paraplanning processes are governed by the provisions of the Corporations Act, ensuring that the documents we produce meet the standards required by the Australian Securities and Investments Commission (ASIC).

Eloquent invests in high-caliber staff and modern technology. This enables us to deliver a premium service, on schedule, consistently. 

02

Our services

You lack time and need skilled paraplanners now? We have the solution.
XPLAN Data Entry
XPLAN Data Entry

We can take care of the repetitive, non-billable and time-consuming client data entry work.

Statement of Advice
Statements of Advice

Why write your own plans? Imagine what you can do with an extra 5 hours in your day?

Financial Modelling
Financial Modelling

We crunch the critical numbers to support and prove your strategies and recommendations.

03
Meet the people who make it happen

Our team

Donna Klajman
Donna Klajman

Founder and Director

Mandy Eats

Senior Paraplanner

Rachael Glover
Rachael Glover

Paraplanner

04

Why you should partner with us

4 top reasons why you should partner with us
1

We're local

All our staff are based in Australia and all work is completed in Australia.

2

Guaranteed Fixed Fee

All jobs are quoted on a per plan basis so you always stay on budget.

3

Experience

We bring 16+ years of financial planning industry experience to the table.

4

On-demand

There are no contracts, so you only pay for what you need, when you need it.

05

Testimonials

Here are what our clients say about our efforts
Luke Provis

“Our experience with Eloquent has been really positive.  The turnaround times quoted by Donna following submission of our requests have always been met. This is reassuring from the viewpoint of booking appointments which then has the flow-on effect of consistency of income to the Practice. Importantly for us promptly presented Advice documents keep both our clients and our book-keeper happy!

Finally, I have been pleased to find that Donna has a support crew which means that if we have an abundance of work at a particular time or if Donna wants to have a holiday the work stillgets completed on time. This has been really valuable for us. I can happily recommend Donna and Eloquent and feel sure you will have great outcomes, as we have.”

Luke Provis

Managing Director, Future First Financial Planning

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Our Blog

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Get in Touch

Send us your questions and we will get back to you shortly
Business Hours

Monday to Friday: 9:00am to 3:00pm Saturday and Sunday: Closed

About Eloquent

We're a team of Australian-based Paraplanners serving Financial Planners nationwide

Where to find us

P.O. Box 6010 West Gosford NSW 2250 Australia