What if you didn't have to write your own SoAs?

Think of the stress you'd avoid.
The time you'd gain.
The money you'd make.

The good news? We'll write them for you.

Financial Planners shouldn't do paraplanning work.
Your practice needs high-quality, compliant SoAs but you’ve been in the industry long enough to know that writing SoAs 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.

What's in it for you?

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.

Eloquent Paraplanning

Our Paraplanning Services

XPLAN Data Entry

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.

Projections

Data Entry

Say goodbye to repetitive, non-billable and time-consuming data entry work. 

Eloquent Paraplanning SoA

Stand Alone Projections

We’ll crunch the numbers to support your strategies and recommendations.

How it works

01

Sign the Agreements

Review and sign the confidentiality and advisor agreements which details our terms and conditions, service overview and fees.

02

Send your Request

Complete and email a Paraplanning Request form to us. Within 24 hours, You’ll receive a quote and completion date.

03

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.

What's included?

- 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.

our Paraplanning Team

Donna Klajman

DONNA KLAJMAN

Director and Senior Paraplanner

Donna brings 19 years of financial planning industry experience to the table. Outside of the business, she is a keen tennis player, a student of photography and small business marketing and is a trained copywriter.

MANDY EATS

Senior Paraplanner

Mandy is a Certified Financial Planner who has worked in the industry since 1998. She lives and breathes Excel. Outside of work, she loves spending time with her family and friends, or on her fitness.

Rachael Glover

RACHAEL GLOVER

Paraplanner

Rachael brings 12 years’ experience in the industry across several different licensees. Outside of work, Rachael enjoys being outside socialising and enjoying the sun, playing netball and horse riding.  

What Our Clients say

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 has been really valuable for us.”

Luke Provis, Director and Financial Planner, Future First Financial Planning

Josh Perkins

"Engaging with Eloquent has been a game changer for our business, allowing the team to focus on delivery and implementation of advice. I’d have no hesitation recommending Eloquent Paraplanning.”

Josh Perkins, Chief Operating Officer, CXC Financial Partners

Some of our valued clients

Outsourcing has never been easier

Office hours

Monday - Friday 9:00-3:00
Saturday - Sunday Closed

Eloquent HQ

P.O. Box 6010 West Gosford NSW 2250
Phone: +61 (02) 8006 2311
Email: info@eloquentparaplanning.com

Get in Touch

We’re thrilled. We read every message and do our best to respond within 24 business hours. Generally, we work Mon – Fri, 9am – 3pm Australian Eastern Standard Time. When it comes to customer care, we’re obsessive. So if you don’t hear back from us, that means we didn’t get your note so please do send it again.