Offshoring Toolkit

What our clients say

 
 
 
  
 
 
 
  
 
 
 Dylan Pargiter-Green 
 
2024-02-29
 
 
  
5Elk have been a wonderful partner to our financial planning practice. They provide above and beyond support for us and our overseas team. I feel that they are genuinely supportive of the growth of our team members and how they fit within our business.
  
 
  
 
 
 
  
 
 
 Jacky Chalmers 
 
2024-02-29
 
 
  
We have been working with 5 ELK for some time now, and they have been an integral part of our business growth. Their offshore team members have consistently provided excellent support, allowing us to deliver better client outcomes. The training and ongoing education options they offer are of high quality and constantly evolving. I highly recommend 5 ELK to any financial services business looking to build a high-performing offshore team.
  
 
  
 
 
 
  
 
 
 James Marshall 
 
2024-02-19
 
 
  
Choosing to partner with 5Elk has been an incredible experience we would encourage other financial advice firms to consider.  We have a wonderful team offshore, who are fully integrated into our broader team, despite the geographical location.

5Elk have an excellent training program, and support for their team, and have a culture of excellence and support.  It was critical for our offshore team to be supported and have a comfortable work environment, which has been confirmed by a physical visit to the office where a week was spent with our offshore team.

We have great confidence in our choice of offshore partner, and we look forward to continuing to work closely with 5Elk.
  
 
  
 
 
 
  
 
 
 Anthony Lucarelli 
 
2023-11-21
 
 
  
Alfie and the team at 5elk are great to deal with. They have found us 2 great hires who were trained very quickly. The 5elk team are always eager to help us out where necessary which we are greatful for. Could not recommend them enough!
  
 
  
 
 
 
  
 
 
 Emily Hein 
 
2023-10-16
 
 
  
We were hesitant at first, but the service and capability of the team was and still is amazing. The pace in which the 5 Elk team picked up our systems, processes and expectations was impressive.  We couldn't live without them now.
  
 
  
 
 
 
  
 
 
 Sean Nigh 
 
2023-10-16
 
 
  
I have been very impressed with our 5 ELK team member and the depth of support and training they receive from the broader team
  
 
  
 
 
 
  
 
 
 Tim Arnold 
 
2023-10-13
 
 
  
We couldn’t be happier with 5Elk. From the initial conversation to the moment we found our perfect hire we have felt supported and so much confidence in the 5Elk team. We are stoked with the service and even better our new team member! speak to anyone who uses 5Elk and they will tell you the same. In fact get them to put you in contact with me! I’m such a big advocate of them now I’ve seen how perfect this process was.
Thanks 5Elk - Free Agency Australia
  
 
  
 
 
 
  
 
 
 Yiling Liu 
 
2023-08-08
 
 
  
We have been introduced to 5elk by other advisors. The experience with 5 elk has been amaxing and the team has shows interest in genuinely helping with our business find the right team member, train them to meet our expectations, and they constantly seek for improvement by reaching out to ensure we are happy with our service. I would highly recommend it to any organisation that needs help outsourcing the client service role.
  
 
  
 
 
 
  
 
 
 Ann-marie Woolston 
 
2023-07-12
 
 
  
We were initially nervous about outsourcing our admin and client services workflow. However, from start to finish the process has been fantastic. We were impressed with the background training and support given to our chosen member of the 5ELK team to ensure she was well equipped to fulfil her role. Our new staff member has been a huge support to our business, learning quickly and answering relevant questions. She is now an enthusiastic & integral part of our team. The friendly management team touch base with us regularly and provide ongoing assistance and training should we require it. We would definitely recommend speaking with 5ELK about your workplace requirements. *****
  
 
  
 
 
 
  
 
 
 Gavin Dannock 
 
2023-07-12
 
 
  
Working with 5ELK has been far more efficient than we would have thought. We were a little worried with how the process of starting to outsource would be, however 5ELK goes above and beyond what our expectations were. Our team member is only 5 weeks in but strives to learn every day and is already making a sizeable positive impact in our business. Definitely recommend 5ELK for financial planning companies that are considering outsourcing or are looking for a better solution than their current arrangements.
  
 
  
 
 
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