You run your business.
We'll handle your paraplanning.

Eloquent is an Outsourced Paraplanning Service based in Australia. SoAs delivered in 7 days.

Outsourced Paraplanning Service in Australia
Outsourced Paraplanning Service in Australia
Outsourced Paraplanning Service in Australia

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

Outsourced Paraplanning Service in Australia

Strategy Papers

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

Outsourced Paraplanning Service in Australia

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.

How it Works

1. Request a Call Back

Request a free consultation call to talk about your paraplanning needs. We will call on the day and time you choose.

2. Sign our Service Agreements

The Agreements detail the scope of our services, confidentiality, timelines, and payment schedules.

3. We'll Get To Work

We can handle the entire process from data entry, research, financial modelling, to writing the SoA, week in, week out.

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

Client Reviews

“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, Director, Future First Financial Planning, Frankston VIC
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, Director, PAM Financial Advisors, Suherland NSW
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, Director, Applied Wealth Solutions, North Sydney NSW
Principal Financial Planner

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.

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.

Book a free consultation and choose a day and time for us to call you. 

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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