You run your business.
We'll handle your paraplanning.
Eloquent is an Outsourced Paraplanning Service based in Australia. SoAs delivered in 7 days.
Our Outsourced Paraplanning Service
Eloquent is an Outsourced Paraplanning Service in Australia.
Using an Outsourced Paraplanner has never been easier.
When you work with us, you’re investing in hand-picked, experienced Paraplanners.
We’ll take care of the data entry, projections, and Statements of Advice for you.
You run your business. We’ll handle your paraplanning.
Request a call back today and find out how our Outsourced Paraplanning Service can benefit you and your team.
Financial Advisers shouldn't do paraplanning work
Your financial planning practice needs clear, concise and effective Statements of Advice, easily understood by your clients and meet ASIC’s standards.
This needs research, strategy planning, projections, and then an SoA to put it all together. That’s what a Paraplanner does.
You can’t be the Paraplanner and Financial Adviser too.
As a business owner, writing SoAs has the lowest return-on-investment. It prevents you from investing your most crucial resources—your time and energy—is developing financial strategies and nurturing client relationships.
Outsourced Paraplanning shouldn't be hit and miss
And that’s what you’ll get if you hire a freelancer or a paraplanning mill.
Not to mention the time and money it takes to recruit, train, and manage your own paraplanners. It’s busy work you don’t have time for.
Your business is growing but you're not ready to hire
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 writing SoAs yourself isn’t sustainable.
Preparing advice documents is vital to your business so it’s important 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 paraplanning work to do?
You don’t have to. Because we can do the paraplanning for you.
What We Do
If You Need Help With Your SoAs, Then Our Outsourced Paraplanning Service Is For You
How it Works
Why Choose Us
Frequently Asked Questions
Paraplanning is the function in an advice business that supports the delivery of advice. This includes strategy research, product selection, and projections required for the preparation of the Statement of Advice.
All Financial Advisers! Because a Financial Adviser’s time is better spent nurturing Client relationships and growing the business.
No. We also provide an XPLAN data entry service and preparation of Strategy Papers. Both services are charged separately.
We don’t charge per hour. We charge a fixed price for every SoA completed. Each SoA request is reviewed individually and priced accordingly.
We use XPLAN only.
You will have a dedicated Paraplanner to complete all of your Paraplanning Requests. All staff are based in Australia and we don’t use offshore subcontractors.
Our standard delivery is seven business days.
We only accept Electronic Funds Transfer into the Company’s bank account.
No. We have a 14-day payment term.
No. We use your Strategy Text only.
Yes. We only use approved templates for all work to be completed.
Trusted by Our valued Clients
If you need help with your SoAs, then our outsourced paraplanning service is here for you
Get in touch
Ready for Outsourced Paraplanning?
We invite you to book a chat. It’s a free one-on-one phone consultation with us.
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