What We Do
Outsourced Paraplanning Services
Eloquent provides outsourced paraplanning services to Financial Advisers Australia-wide
Statements of Advice
Our Statement of Advice Service was designed for growing and established Financial Planning businesses.
Regulatory Guide 175 states your obligations about Statements of Advice. So, in order to help meet your obligations, we’re here to support you by conducting the research, financial modelling and preparing the SoAs.
This means that preparing SoAs for clients will no longer be a mammoth task and you’ll have an effective way to manage the SoA production.
Stand Alone Financial Modelling
Clients come to you for guidance on how to improve their financial well-being because they want to better their lives. So, one way to demonstrate your value is to show them the numbers.
Because advice backed by research and financial modelling is an effective way to prove and support your recommendations.
XPLAN Data Entry
Data entry is time-consuming and labour intensive.
The daily hassle of dealing with large volumes of data can be eliminated by outsourcing this task to us.
This means saving at least 2 hours per day growing your business, your profitability and your client base.