A Few Words

About Eloquent Paraplanning

If you're looking for outsourced paraplanning support, then you're in the right place

Eloquent Paraplanning launched in 2012. 

Our mission is to help Financial Advisers provide more advice to more people.

We are here to offer you a mix of support services so that you can focus on making your Financial Planning services available to more Australian families, not spend your time writing financial plans – we can do that for you. 

I spent 12 years in Financial Planning from Administration, Customer Service, and as an Adviser before launching Eloquent Paraplanning.  – Donna Klajman, Founder

We work with licensed and professional Financial Advisers who share our values of providing excellent service, in the highest professional standards and abide by a Code of Ethics.

Now, put our high-caliber, hand-picked team of professional paraplanners to work for you. Schedule a free consultation today.

 

There’s no need to do everything yourself – outsource to us instead

If you’re jumping from one task to the next, in the hope that it all somehow works out, then you’re on track to burnout!

There’s a better way

Our simple 3-step onboarding system gets you started within 24 hours. Simply, schedule a call, sign the agreements, and send us your first paraplanning service request. Easy as pie.

By integrating with your current business processes, there’s no stress, hassle and confusion.

So, there’s no need to figure anything out because all the hard work has been done for you.

Our Amazing Team

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

We’re 100% remote and based throughout Australia. So, if there’s anything else you want to know about Eloquent Paraplanning, just send us a message.

Contact us

Looking for outsourced paraplanning support? You're in the right place.

Past and present clients

Have some questions?

Contact us

We operate Australia-wide and happy to chat to you about any questions you might have