Eloquent Paraplanning reviews from Financial Planners like you
"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.”
"It is an efficient and effective service as you have invested in technology and understood XPlan software. The cost saving in relation to not having to have 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."
“We trialled 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 delivery of first class documents. Engaging with Eloquent has been a game changer for our business, allowing the team to focus on delivery and implementation of advice. I’d have no hesitation recommending Eloquent Paraplanning.”
“The service I have received has been first rate and very well organised. I would highly recommend Eloquent Paraplanning to busy financial planners.”
“Having worked on my own plans, worked with junior and senior paraplanners alike, I know the value of a good experienced paraplanner. What I can say is that Donna and the team consistently communicate and work to specific deadlines so I can have the confidence to run my business efficiently. I would recommend Eloquent Paraplanning because as much as I would like to produce my own advice document, (I like) having an experienced paraplanner who can communicate like they can, are part of my team, without the intricacies of managing my other staff. Having a resource who can understand clearly first time what you are wanting, saves time. So when dealing with Donna and the team at Eloquent Paraplanning, if cost is what we pay, then value and peace of mind is what we receive. "
“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."
"The systems eloquent have put in place mean that I am kept informed in the process from start to finish and turnaround times are more improved than I would have thought possible. The ability to have a discussion on some of the more complex plans at the beginning and end of process is very beneficial. The service is excellent and the quality of work is always professionally presented.
"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."
“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.”
“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”
“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”.
"Your professionalism, support and attention to detail is exceptional. I feel very confident in the fact that you provide a very detailed and thorough Statement of Advice and my review process at the end of your completion is minimal, as a result of this."