A Few Words

About Us

Trusted | Professional | Experienced

Eloquent is an outsourced paraplanning company

Support you can count on

We offer a mix of support services that focus on helping Financial Planners provide more advice to more people. Founded in 2012 by Donna Klajman, we 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.

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 be 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 prepare Strategy Papers, construct personalised Statements of Advice with long-range financial modelling, and provide an XPLAN data entry service. 

Who we help

We work with licensed and professional Financial Planners who believe in the highest professional standards and abide by a Code of Ethics. So, 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 holidays and busy periods, then we can help.

How we help 

Our simple 3-step onboarding 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.

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.

Our core Values

Excellence

Excellence is possessing good qualities, to a very high degree. It’s climbing higher than the set standard and 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. 

Details

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

Collaboration brings people with different backgrounds, skills, expertise, and perspectives together to brainstorm ideas, overcome obstacles, and use creative problem-solving for the betterment of ourselves and our clients. 

Some of our valued Clients

Talk to us

Looking for outsourced paraplanning support?

You’re in the right place.