At Eloquent, we all come to work every day because we want to solve one of the biggest problems in every financial planning business: capacity.
In 2012, Donna Klajman founded Eloquent Paraplanning. She felt that there was a great need for a personalised paraplanning service that offered support to financial planners that didn’t want to hire an in-house paraplanner.
Donna built the business from the ground up, starting out as a single-person operation. After a glimpse of the demand, the business grew into a small but elite team of professional paraplanners, ready to serve you.
We continue to invest in new technology which enables us to deliver a premium service, on schedule, consistently.
Right from the start, all paraplanning work have been completed in Australia and always will be.
With no association or affiliation with other institutions, our business remains an independent financial services company.
Fast forward to 2019 and here we are. Our marketing strategy is simple, we let our clients be the judge of our efforts. 90% of our clients come to us through referrals. And for that, we are forever thankful.
If you’ve read this far, thank you. We hope this is just the beginning of our relationship. And, we’d love to learn more about your business.
Our Core Values
Excellence is possessing good qualities, to a very high degree. It is climbing higher than the set standard, out-performing the expectations of others. Performing in a spirit of excellence says a lot about who we are and how we are perceived in the present by those around us. Excellence positions us for unusual opportunities.
Why? Because little things make big things happen. When we can demonstrate that we are on top of the details, it gives our clients confidence in our ability to handle complicated matters.
Collaboration brings people with different backgrounds, skills, expertise, and perspectives together to brainstorm ideas, overcome obstacles, and utilise creative problem-solving for the betterment of ourselves and our clients.
Meet the team
Donna has spent the past 18 years working in the Financial Planning industry. During this time she has held compliance, paraplanning and advising roles, with five years spent as a Financial Planner. Outside of the business, she is a keen tennis player, a student of photography and small business marketing and is a trained copywriter.
Mandy is a Certified Financial Planner who has worked in the industry since 1998, including 5 years as an Adviser. Possessing advanced knowledge of XPLAN and extensive knowledge in Excel, you know you’re in good hands. Outside of work, she loves spending time with her family and friends, or on her fitness.
Rachael has 12 years’ experience in the industry in paraplanning and advising roles across different licensees. She brings strong compliance and advice process knowledge, having completed the Advanced Diploma of Financial Planning. Outside of work, Rachael enjoys being outside socialising and enjoying the sun, playing netball and horse riding.
Some of our valued clients
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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.