A Few Words
About Eloquent Paraplanning
If you're looking for outsourced paraplanning support, then you're in the right place
Eloquent offers a mix of support services that focus on helping Financial Advisers provide more advice to more people.
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.
Don’t do it all yourself
For most, this usually means jumping from client service work to advice work (in between client meetings). You’re jumping from one task to the next, in the hope that it all somehow works out…
If that’s true, then you’re on the track to burnout!
There’s a better way
Our simple 3-step onboarding system is designed to help you get started within 24 hours.
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.
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 paraplanning 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 9 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.
When she’s not running the business, you’ll find Donna around the tennis courts, or finding the perfect nature shot on her Nikon, or indulging in a cup of the dark stuff.
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 to know about Eloquent Paraplanning, just send us a message.
Looking for outsourced paraplanning support? You're in the right place.
Clients we've helped
Have some questions?
We operate Australia-wide and would be happy to chat to you about any questions you might have.