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. [Your service] enables me to do more face to face work with clients which is my preferred work.
Donna is prompt, efficient, friendly and always willing to suggest alternative or additional ideas and strategies. I believe this type of experience comes from her years as a client-facing financial planner herself.
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.
Eloquent Paraplanning has 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 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
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.
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.
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.
Have some questions?
We operate Australia-wide and would be happy to chat to you about any questions you might have.