What Our Clients Say

Client Feedback

Testimonials

Testimonials from our valued Clients for our outsourced paraplanning service are shown below.  Book your Free Consultation today and allow us to demonstrate how we can help.

Our experience with Eloquent has been really positive. The turnaround times quoted by Donna following submission of our requests have always been met.  This has been really valuable for us.

Luke Provis

Our experience with Eloquent has been really positive. The turnaround times quoted by Donna following submission of our requests have always been met.  This has been really valuable for us.

Grant Arnold

Our experience with Eloquent has been really positive. The turnaround times quoted by Donna following submission of our requests have always been met.  This has been really valuable for us.

Tristan Godfrey

As a business owner, low cost, high quality SoAs are important. Donna and her team have been able to produce documents that both engaging for our clients while meeting the legislative requirements. This allows us to do what we do best; provide advice and service our clients.

Luke Ranson

The need for accurate and relevant financial advice delivered in a timely manner has never been more imperative. Eloquent Paraplanning have a proven record of articulating both simple and complex strategies into compliant statements of advice. Ford Scott financial planning have no hesitation in recommending Donna as a reliable business partner in the provision of advice documentation

Tim Scott

We have been very happy with the services of Donna and the team at Eloquent Paraplanning. They have always been very approachable and professional in their approach.

David van den Berg

Partner at Adrians Private Wealth

Our experience with Eloquent has been really positive. The turnaround times quoted by Donna following submission of our requests have always been met.  This has been really valuable for us.

Josh Perkins

Dealing with Eloquent PP has been a very positive experience.  Their end product and technical expertise is great, the communication throughout the process is excellent, which means I always have complete confidence that our documents will be ready in time for presenting to the client.

Tim Kelly

Director at MLC Advice

Donna and her team have provided paraplanning for our practice for overflow work for the past two years and the quality of work has been excellent and turn around times have been great. The work completed by Eloquent Paraplanning has allowed our firm to minimise permanent staff but gives capacity for high workload as required.

David McCarthy

Clients We've Helped

Have some questions?

Contact us

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