Eloquent Paraplanning offers a Contract Paraplanning Service. We prepare tailored Statements of Advice (Financial Plans) for financial planners. Time is precious. If you want to reduce costs, achieve dramatic process improvements, deliver a new level of client service, control your overheads, and create additional income, we are here to help. So, take a step back from administration and shift your focus back onto your clients, your business and your profitability.
Our standard completion time is five business days. We specialise in the areas of investments, superannuation and personal protection. Call Eloquent Paraplanning now for more info.