What Our Clients Say

Testimonials

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

Director at Future First Financial Planning

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

Director at PAM Financial Advisors

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

Director at Sound Financial Solutions

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

Chief Operations Officer at CXC Financial Partners

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

Director at Bedbrook McCarthy Private Wealth Management

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

Director at Integral Private Wealth

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

Director at 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. I would therefore be happy to recommend her services to other advisers

Nicholas Gyngell

Director at Financial Lifetime Strategies

Clients We've Helped

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