Eloquent Paraplanning

P.O. Box 684, Woy Woy, NSW, 2256 Finance advisors & brokers, Support services, Virtual assistants

Behind the Business: Donna Klajman

Enjoy more success with less effort

We provide professional paraplanning services to Financial Planners around Australia.

At Eloquent Paraplanning, we contribute to improving the financial well-being of Australians.

My name is Donna Klajman. I am a professional paraplanner, working closely with Financial Advisers. We create and develop financial plans, generate short-term and long-range projections and produce Strategy Papers.

Using a combination of financial knowledge, industry experience, and marketing skills, w e develop and design strategies that bring financial plans to life.

Our Services include:

  • Financial Plan writing
  • Financial Modelling & Projection Reports
  • Strategy Papers

We have a team of high-calibre, hand-picked paraplanners, who have the right experience, the right qualifications and the right attitude.

More importantly, all of the work are completed in Australia and delivered digitally. Time is a precious commodity. Spend it doing what you do best.

Want to know more? Call us on 02 8006 2311 or send us an email at [email protected] would be delighted to answer any questions you may have about your paraplanning needs.

“Your professionalism, support and attention to detail is exceptional. It is evident that you display exceptional knowledge on all financial matters and therefore your service adds value to mine and is a nice fit for my business.”

Alexandra Homann, Managing Director, Gabriel Financial Services (NSW)

“Having confidence in Donna has allowed me to free up my time to focus on growing the business. The service I have received has been first rate and very well organised. I would highly recommend Eloquent to busy financial planners.”

Tristan Godfrey, Managing Director, Sound Financial Solutions (NSW)

“Our experience with Eloquent has been really positive. The turnaround times quoted have always been met. I can happily recommend Eloquent and feel sure you will have great outcomes, as we have.”

Luke Provis, Managing Director, Future First Financial Planning (VIC)

P.O. Box 684, Woy Woy, NSW, 2256

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