5 ELK

Since working with 5Elk in August 2022, we have not only received high-level help from our client service administrator, Janessa but found that the 5Elk onboarding process has even increased the procedures in our business.The benefit of 5Elk training our staff weeks before they come on board and based on the systems we use in the business means we were able to have Janessa start the client work earlier while overall, the support from 5Elk during the onboarding process and even today has been exceptional.5Elk are always looking to improve, with updated training modules incorporated in our team members day to increase their financial planning knowledge.We have thoroughly enjoyed Janessa working with us so far and know this wouldn't have happened without 5Elk and their service.We highly recommend to any financial planning business looking to grow their business, improve their procedures and increase their output so that you as the financial adviser can do what you do best ; - give great advice to the people who need it!

This is the first time we have outsourced in our business. We were very cautious going into it and even a little skeptical.We went with 5 Elk based on other advisers reviews and we couldn't be happier. They have been amazing!!The communication, training and support our team member and us have received has been incredible. Nothing is too difficult or too much to ask.We truly value our team member and she really has become a great asset to our business.Since joining 5 Elk we have become more productive and are saving time and money.Thank you 5 Elk.

We have recently engaged 5elk to assist with our software transition and compliance management. Their team have been supportive and our appointed staff member has proven a fast learner of our systems and provided enormous value in her contributions to our business.All work produced is of the highest quality, ready to be sent to the client.We would certainly recommend using their services.

We have used 5 Elk for all of our outsourcing needs for the past 4 years and I cannot recommend their services highly enough.As a small business, we have been able to improve our admin efficiencies, improve the client's experience, reduce the drain on our internal resources when it comes to recruiting and training and ultimately it has released capacity in our admin staff which has allowed them to step up, learn and assist the advisers with their work.We have 2 amazing staff members and are looking to add another staff member shortly. If you are looking for a specialist financial planning outsourcing provider, make sure you put 5 ELK at the top of your list!

This company has been a great blessing to me. I got hired September of 2017 and all throughout I have been a recipient of the best job offer, best bosses, best experiences and colleagues. After I turned 6 months, I already got the opportunity to travel Sydney Australia all expenses paid and they gave me no hassle in processing my visa. (Please check my photos and see how much I enjoyed my first time travel abroad.) All of this memorable experience happened and made possible by 5 ELK. I'll be turning 5 years already and all I can say is I'm so excited with what's in store for me next year and many years to come. In short I want to stay here forever":)"

We've been with 5 Elk since 2017 the staff we have working for us are absolutely amazing. The 5 ELK team know what Financial Advisers need and train their staff accordingly. We initially had one team member and now have 3 with 5 ELK. I honestly don't know what we'd do without our 5 ELK team their support has helped our business so much.

We are so happy with our partnership with 5Elk and are impressed by their professionalism, first rate communication and excellent training provided to their team members. Our team member has made a terrific difference to our workflow and we look forward to enjoying a long and successful relationship.

The value and experience of working with 5 ELK in providing financial planning businesses with an outsourced administrative team member is nothing short of exceptional. From the multi-week training of the team member before they are even hired, to the ongoing training they receive, to the continual checking in by the team to make sure everything is operating correctly, is a great service to a financial planning firm. For any financial planner looking to expand their business and go to the next level, I highly recommend they contact 5 ELK today!

Everyone at 5 Elk have been excellent to work with and the extra support from my 5 Elk team member has freed me up to spend more time with clients. Highly recommend!

We have recently engaged 5 Elk and could not be happier with the service. There has been excellent basic training, communication and ongoing support provided. They have a great business model whereby you have a dedicated team member, which works well for us. Highly recommend.