Want more time to focus on opportunities to grow your business?
Outsource your paraplanning and you'll save money, avoid stress and spend your energy working on things you enjoy.
Welcome to Eloquent.
Your dedicated Outsourced Paraplanner without the commitment of a full time employee
What We do
Statements of Advice
Our team of seasoned outsourced paraplanners will prepare tailored advice documents designed to meet your clients’ financial and lifestyle goals at different stages of life.
Financial Projections and Modelling
When Clients come to you for guidance on how you can improve their financial lives, they want to see how much better their lives will be if they dealt with you. So, one way to demonstrate your value is to show them the numbers.
XPLAN Data Entry
We will take care of time-consuming data input so you can stay focused on your core services and your clients. So, let us take care of this task because your time is better used for generating revenue and nurturing client relationships.