Here's what Financial Advisers have to say about our efforts

Testimonials

Great Financial Advisers Outsource Paraplanning to us

“Our experience with Eloquent has been really positive. The turnaround times quoted following the submission of our requests have always been met. This is reassuring from the viewpoint of booking appointments which then has a flow-on effect of consistency of income to the Practice. I can happily recommend Eloquent and feel sure you will have great outcomes, as we have.”

Luke Provis

“It is an efficient and effective service as you have invested in technology and understood XPLAN. The cost saving in relation to not having paraplanning staff sitting in an office when your business is a smaller size enables me to do more face to face work with clients, which, is my preferred work. [Eloquent] gives me a second set of eyes to look at my strategies and to bounce something off.”

Grant Arnold

“After 11 years working as a bank financial planner, I recently made the move to start my own business. Since this time I have been working closely with Donna at Eloquent Paraplanning and have found her to be extremely knowledgeable across all areas of financial planning. Having confidence in Donna has allowed me to free up my time to focus on growing the business.”

Tristan Godfrey CFP

“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 CFP

“We trialed Eloquent Paraplanning some time ago and we’ve experienced nothing but exceptional service and outstanding documents from the team since. The paraplanners have a thorough understanding of the complex strategies we recommend to our clients and work with our team to ensure the delivery of first-class documents. Engaging with Eloquent has been a game-changer for our business, allowing the team to focus on the delivery and implementation of advice. I’d have no hesitation recommending Eloquent Paraplanning.”

Josh Perkins

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

David van den Berg

“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 CFP

“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 turnaround 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

Director, Bedbrook McCarthy Private Wealth Management (WA)

“I have outsourced my paraplanning work to a few providers in the past and found that they are certainly not all equal.  You are relying on a third party to assist in an integral part of the advice process, and my previous dealings with other providers had not been great.  Dealing with Eloquent PP has been a very positive experience.  Their end product and technical expertise are great, but just as importantly, 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.  I would have no hesitation in recommending Eloquent PP to others.”

Tim Kelly

Director and Financial Adviser, TK Financial Planning (NSW)

“Your pricing is competitive with a speedy job turnaround and quality product. [I recommend your service] because you were trusted to get a quality job done in an efficient manner.”

Rob Alexander CFP

“We are a small practice and by outsourcing our paraplanning needs to Donna and the Eloquent Paraplanning team we are able to gain different views and perspectives on strategies recommended from a team with high technical expertise. This provides us with a framework to fine tune our advice where required and gives us confidence that we are providing the highest quality advice to our clients.  I have found Donna to be prompt, efficient, friendly and have confidence in her high level of technical expertise. I would therefore be happy to recommend her services to other advisers’.

Nicholas Gyngell

“By outsourcing my Paraplanning needs to Donna and the team at Eloquent Paraplanning I have been able to grow my practice by allowing more time for prospecting. Their SOAs are provided in a timely fashion and require very little rework if any. I have the highest confidence in Donna’s technical knowledge and would have no hesitation in recommending her services to other advisers.”

Ben Warnes

Director and Financial Adviser, Dynamic Insurance Advisers (NSW)
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