Testimonials

Outsourced Paraplanning

Testimonials from our valued Clients for our outsourced paraplanning service are shown below.  Book your Free Consultation today and allow us to demonstrate how we can help.

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

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.

Grant Arnold

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.

Tristan Godfrey

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

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.

Tim Scott

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.

Josh Perkins

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

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