What our past and present Clients Say

Testimonials

“Eloquent Paraplanning is more than a Paraplanning service! It is evident that you display exceptional knowledge on all financial matters and therefore your service adds value to mine and is a nice fit for my business.

You provide a timely service and always deliver by the date you say on the quote. I look forward to partnering with you into the future and thank you for all your support.”

Alexandra Homann

Managing Director, Gabriel Financial Services

“I have been pleased to find that Donna has a support crew which means that if we have an abundance of work at a particular time or if Donna wants to have a holiday the work still gets completed on timeThis has been really valuable for us. I can happily recommend Donna and Eloquent and feel sure you will have great outcomes, as we have.”

Luke Provis

Managing Director, Future First Financial Planning

“Having confidence in Donna has allowed me to free up my time to focus on growing the business. The service I have received has been first rate and very well organised. Donna is prompt, efficient, friendly and always willing to suggest alternative or additional ideas and strategies. I would highly recommend Eloquent Paraplanning to busy financial planners.”

Tristan Godfrey CFP

Managing Director, Sound Financial Solutions

“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

Director, Integral Private North Sydney

“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

Director, Ford Scott Financial Planning

“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

Director, Financial Lifetime Strategies

“Your pricing is competitive, speedy job turn around and quality products, and trusted to get quality job done in efficient manner.”

Rob Alexander CFP

Managing Director, Kingfisher Financial

“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 is 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

Managing Director, TK Financial Planning

“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 re work 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

Managing Director, Dynamic Insurance Advisers

“It is clear they understand the advice process and have been able to formulate documents that are both compliant with our dealer group and articulated the advice in a way that was easily understood by our clients. They also provide a valuable cross-check for documents and process. Documents have always been provided in a timely manner within the timeframes standard they set. We would recommend them to any organisation looking for an efficient and professional outsourced service. I would welcome a phone call from prospective customers of Eloquent Paraplanning.”

Stephen O'Donoghue

Principal, Vaughan & Monaghan Insurance and Financial Services

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

David van den Berg

Partner, Adrians Private Wealth

“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

Partner, Bedbrook McCarthy Private Wealth Management
Get in Touch

Book your free consultation today

Maybe you want to hire us or simply ask a question about something you’ve read here on the site. No matter big or small your request, we want to thank you in advance for taking the time to reach out.