About

Outsourced Paraplanning

Eloquent is an Australian-based outsourced paraplanning company

Client expectation

They judge you based on the quality of your advice, the responsiveness of your service, and your level of engagement.

When you get caught up in the administration and background work, you’re giving up time that could be spent reaching out to existing clients, meeting new prospects, and discovering new revenue streams for your business.

Burnout

At some point, busy work becomes so overwhelming that you can no longer do what you love to do.

The result?

You’re exhausted. You’re on track to burnout.

Delivering on your promise

Financial Planning is all about helping your clients create, grow, and protect their wealth. That requires a sharp focus, commitment to being responsive, and an incredible amount of time to deliver your promise.

How can you make that happen when you are stretched for time writing financial plans, creating reports, and crunching numbers?

You don’t have to. We can do it for you.

What we do

We craft personalised Statements of Advice (SoAs), create long-range financial modelling, and provide a data entry service. We do this using our specialised knowledge of XPLAN.

Who we work with

We work with licensed and professional Financial Planners who believe in the highest professional standards and abide by a Code of Ethics.

Founded in 2012 by Donna Klajman, they believe building an advice business should be an enjoyable and profitable experience.

Because when you have the right systems and people in place, you create efficiency and produce more capacity in the process.

If your financial planning practice lacks the resource to employ an in-house paraplanner, or unable to recruit a suitable candidate, or just need to cover for holidays and busy periods, then we can help.

How we help 

Our simple 3-step on-boarding system is designed to help you get set up with your own Paraplanner within 24 hours. 

Our system integrates with your current business processes without the stress, hassle and confusion that usually goes with hiring new staff!

So, there’s no need to figure anything out or work out how to put everything together, because we’ve done all the hard work for you!

We’ve created specific, custom paths designed to help you get your paraplanning done, fast.

Founded & run by Donna Klajman

When Donna started in the finance industry in 2000, she never thought she’d end up staying so long.

She worked her way from administration to advice, and then started her own financial services business.

Now, she’s been in financial planning more than half of her adult life!

Her work has always involved writing; from contributing articles to an industry journal to creating her own marketing material for her business and of course, writing Statements of Advice.

Over the last 8 years, the business had grown into a small but elite team of professional paraplanners, ready to serve you.

And they continue to invest in technology and this allows the company to deliver a premium service, on schedule, and consistently.

With no association or affiliation with other institutions, the business remains an independent financial services company.

 

An Amazing Team

Eloquent wouldn’t be what it is today without the awesome work of the hand-picked team of professional paraplanners.

It’s a 100% remote team based throughout Australia.

So, if there’s anything else you want know about Eloquent Paraplanning, just send us a message.