More time to spend on clients,
more time to grow your business
Eloquent makes outsourced paraplanning easy
Financial Planners shouldn't do paraplanning work
Your practice needs high-quality, compliant Statements of Advice but you’ve been in the industry long enough to know that writing them yourself isn’t sustainable.
For less than the annual cost of another staff member with limited experience, you can have access to professional paraplanners without the ongoing financial commitment of an employee.
4 Smart Reasons To Outsource Your Paraplanning
A lot of what is done in a financial planning business is process-oriented and do not contribute to your competitive advantage. By outsourcing those process-driven tasks, you can be focused on the parts of your practice that do establish competitive advantage such as providing advice and building client relationships.
Internal staff may lack the level of skills required to deliver the service so outsourcing to someone who specialises in delivery of that part of your process can improve the final output quality of that service.
The process may be performed better or cheaper by other service providers, and therefore improve the quality of that service by reducing costs or free up your internal staff for other tasks they could be performing.
It transforms your fixed costs into variable costs so that it is only incurred as new work is generated and you can easily respond to changes in required capacity.
Statement of Advice
Writing is our craft. We’ll write the plans so you can spend more time developing financial strategies and nurturing client relationships.
XPLAN Data Entry
Say goodbye to repetitive, non-billable and time-consuming data entry work.
Stand Alone Projections
We’ll crunch the numbers to support your strategies and recommendations.
- 01. WealthSolver and Risk Researcher reports
Say goodbye to time-consuming product research. We will prepare like-for-like comparisons between your required products so you can make informed and appropriate recommendations to support your strategies.
- 02. Financial modelling and projections
Cash flow, taxation, asset valuation and retirement projection reports are included. We will build financial models from scratch, inputting existing data and assumptions to project different scenarios.
- 03. Statement of Advice in WORD format
Advice document preparation has never been easier. We will prepare the SoA according to your preferred structure, format and style, while remaining in line with your licensee standards.
How it works
Sign the Agreements
Review and sign the confidentiality and advisor agreements which details our terms and conditions, service overview and fees.
Send your Request
Complete and email a Paraplanning Request form to us. Within 24 hours, You’ll receive a quote and completion date.
We'll get to work
On receipt of you approval to proceed, we’ll commence work on your request and deliver within the agreed timeframe.
Building a financial planning business should be an enjoyable and profitable experience.
We believe that when you help your clients find solutions to their most pressing problems, you inspire lifelong loyalty and long-term business relationships.
Some of our valued clients
Outsourcing has never been easier
Book a free consultation
We’re passionate about helping emerging and established financial planning practices. All too often, as our businesses grow, so does the overwhelm of just how much needs to be done, and our time becomes increasingly precious.
If you’re ready to take your business to the next level and be willing to invest in the areas that are important for growth, we need to talk. What is important is that you are ready to leverage the power of outsourcing to grow your business. That’s why our FREE consultation call is so important. We will explore whether we are a good fit and if so, how we can best help you reach your business goals.