Apprise Harpel Group Southbank Reviews

Thank you Shane, we really appreciate your feedback and the opportunity to support you and your family.
Succession planning for a family business is about protecting your legacy while positioning for future growth. We’re pleased Tim and the team could help guide you through the process with clear, practical advice.
At Apprise Harpel Group, we specialise in helping small to medium business owners in Melbourne and across Australia with business succession planning, financial advice, and long-term growth strategies.
We look forward to continuing to support your business into the future.
Warm regards,
Tim and the team at Apprise Harpel Group

Thank you Graham and Kathy for your incredibly kind words and for trusting us over the past decade.
We understand that transitioning into retirement can feel uncertain, especially when it comes to ensuring your savings last in an ever-changing financial environment. It’s fantastic to hear that you now feel confident and comfortable, and that your strategy has not only held up but continued to grow despite market volatility.
At Apprise Harpel Group, our focus is always on providing clear, tailored financial planning and disciplined investment management that helps our clients achieve long-term security and peace of mind. We’re especially pleased that our approach has passed the “sleep test” for you – that’s exactly the outcome we aim for with every client.
We truly value the opportunity to support you both through this important stage of life and look forward to continuing to help you enjoy a confident and sustainable retirement.
Warm regards,
Joel and the team at Apprise Harpel Group

Thankyou for the 5 star rating Steve. It has been a pleasure to help you and Helen in your pre retirement and retirement journey. Regards AHG.

Thank you, Bill, for your thoughtful review and for your long-standing trust in our team.

It’s incredibly rewarding to hear that your superannuation journey has been transformed over the years, and that the progress made early on continues to deliver benefits today. At Apprise Harpel Group, we’re passionate about providing **clear, structured financial advice** and helping clients feel confident and in control..

We’re glad you value the ongoing financial planning reviews, guidance, and consistency that Tim, Peter, Mary & the team provide. Building strong, long-term relationships and maintaining open, honest communication is a key part of our approach, particularly in an environment where trust in financial advice is so important.

Your recognition of the team’s vigilance, professionalism, and support means a great deal to us. We truly value the relationship we’ve built with you over the years and look forward to continuing to support you with your financial planning and superannuation needs.

— The Apprise Harpel Group Team

Thank you so much for your kind words and for trusting our team over the past few years — it truly means a lot.
We’re so pleased to hear that you feel more in control of your financial future. Working with small business owners and young families is something we’re really passionate about, and it’s been a privilege helping you clarify your goals, structure your finances tax‑effectively, and put the right strategies in place across your loans, superannuation, insurance, and estate planning.
At Apprise Harpel Group, we pride ourselves on providing transparent financial advice, clear communication, and tailored strategies without pressure, so it’s fantastic to know this has been your experience. Keeping our clients informed, accountable, and confident in their financial decisions is at the core of what we do.
Joel, Tim, Peter and Mary have all enjoyed working alongside you both and supporting your journey — particularly helping you grow your business and secure your family’s future.
Thank you again for your recommendation. We look forward to continuing to support you in the years ahead.
— The Apprise Harpel Group Team

Hi Mads, thank you for your fantastic 5-star review and for trusting Tim and the team at Apprise Harpel Group with your financial planning and pre-retirement advice.
We’re delighted to hear you had such a positive experience and that Tim’s professional approach, responsiveness, and clear communication helped give you peace of mind about your financial future. Providing personalized financial advice, retirement planning strategies, and wealth management solutions that are easy to understand is exactly what we strive for with every client.
Your recommendation means a great deal to us, and we’re proud to support clients looking for trusted financial advisors, retirement planning guidance, and long-term financial security here in Melbourne and beyond.
If there’s ever anything further we can assist with as you move closer to retirement, we’re always here to help.
Thanks again for your kind words and support,
The Apprise Harpel Group Team

Thanks for the review Alex!! We’re delighted to hear that your journey towards retirement has felt so smooth and well-supported. Helping clients explore different financial planning options and build a strategy that aligns with both their personal and financial goals is exactly what we strive to deliver.
It’s also fantastic to know that our ongoing communication has provided you with confidence and peace of mind — that’s a key part of what we believe great advice should offer at Apprise Harpel Group

Thank you again for your trust and recommendation — it genuinely means a lot to our team.

Thank you so much for your kind words John — we really appreciate you taking the time to share your experience.
Naz takes a lot of pride in providing clear, practical advice and being there to support clients through what can often feel like complex or challenging processes to provide clarity along the journey, so it’s fantastic to hear that this has made things easier and more reassuring for you.
At Apprise Harpel Group, we’re passionate about helping clients make confident financial decisions — whether that’s managing an inheritance, building a tailored investment strategy, or mapping out a clear and achievable retirement plan. It’s great to know you’ve found our communication and approach both helpful and effective.

Thanks again for your trust — it means a lot to Naz and the whole team.

Thanks so much for the kind words, Chris — we really appreciate you taking the time to leave a 5‑star review. Navigating Centrelink can be incredibly stressful, so we’re glad that we could help here.
We’re especially pleased to hear Peter’s guidance and support made a real difference and helped achieve such a fast, positive outcome. Helping clients through complex Centrelink and government processes is something we take seriously, and it’s great to know the support had a meaningful impact for you.
Thanks again for trusting us and for sharing your experience — it truly means a lot to the team.

Thank you so much for the lovely review, Sonya — we really appreciate you taking the time to share your experience.

We’re so pleased to hear that working with Tim and Peter over the years, and more recently Mary, has helped make your retirement planning journey feel smooth and stress‑free. Helping clients achieve their retirement goals and setting up pension funds efficiently is exactly what we aim to do, so your feedback truly means a lot to our whole team.

Thank you again for your recommendation and for trusting Apprise Harpel Group with your financial planning. We look forward to continuing to support you whenever you need advice.

Warm regards,
The team at Apprise Harpel Group

Thank you so much for the 5‑star review, Torquil — we really appreciate it. Thanks for taking the time to leave your feedback and for your support of Apprise Harpel Group.
Warm regards,
The team at Apprise Harpel Group

Thank you so much, Judy and Eric! We really appreciate your kind words and the trust you’ve both placed in us over the years.
It’s been a pleasure helping you work through your pre‑retirement planning and talking through the next steps with downsizing. We always aim to explain everything in a way that feels clear and comfortable, so it means a lot to hear that the process has been easy to follow.
Thanks again for the recommendation — we’re always here if you need anything as you move into the next stage of life.
Kind Regards
Team at Apprise Harpel Group

Thanks so much, Nikeeta. We’re really grateful you took the time to share your experience. It’s been awesome working with you both and supporting you on your wealth‑building journey.
Naz, Joel and the whole Apprise Harpel Group team love getting to know our clients on a personal level, understanding your goals, and making sure your financial planning feels clear, achievable and tailored to your life.
We’re thrilled to hear you’ve felt supported every step of the way. Young wealth accumulators like yourselves are exactly why we love what we do—helping you set strong foundations so you can grow, invest and reach your long‑term goals with confidence and a sound financial foundation.
Thanks again for trusting us with your financial advice and wealth management.
Looking forward to seeing you both continue to progress on your journey ahead.
Regards the team at AHG.

Hey John,
Thanks so much for the kind words — really appreciate you taking the time to share your experience.
It’s been great working with you and your family over the years. Helping people put the right financial strategy in place and giving you all clarity around retirement planning, wealth management and long term financial security is exactly why we do what we do.
And Centrelink… well, we know that world can be a jungle. We’re glad we could step in and make the whole Centrelink Age Pension process easier, from the paperwork to the jargon to the rules that seem to change every five minutes. Helping clients navigate that side of retirement is a big part of the support we provide.
I know Peter, Mary and Tim will really appreciate the shout out — they put their heart into every client they look after, as we do as a team here at Apprise Harpel Group.
Thanks again for the recommendation John. It is greatly appreciated.

We’re wrapped to be part of your journey and here for you whenever you need us.
— The Apprise Harpel Group Team

Thanks so much for the lovely words, Tanya.
We’re really grateful you took the time to share your experience. It was wonderful to reconnect, and we’re so glad your mum felt supported and reassured. That peace of mind is exactly what we want for all our clients — especially when it comes to superannuation, retirement planning and making sure everything is set up properly for the future.

At Apprise Harpel Group, helping people feel confident about their financial direction is why we do what we do. Whether it’s retirement planning advice, navigating superannuation, tax considerations, or simply making sure everything is aligned with your goals, we always want our clients to walk out feeling informed, calm and looked after.

Joel was genuinely touched to help your mum again after all these years, and knowing she left feeling comfortable and secure means the world to us. Thanks again for your trust, and please reach out any time — we’re always here to help your family with whatever financial guidance you may need.

Thank you so much for your lovely 5‑star review Lisa.
It truly means a lot to our team, especially coming from someone with your background as a financial adviser. We're really grateful that you’ve trusted Tim and Peter at Apprise Harpel Group to support your retirement planning.
We’re glad to hear that our approach has helped you feel confident and relaxed as you enjoy retirement. That’s exactly what good financial advice and ongoing wealth management should make possible.
As always here to help you with anything you need in the future.

Geoff & Tracee, thank you for the kind words and for trusting us with your super and pre retirement planning advice. We’re thrilled to hear our financial planning advice has helped you feel more confident about a financially secure future. At Apprise Harpel Group , we focus on clear, practical superannuation and retirement planning tailored to your goals—and we’ll keep reviewing contributions, investment strategy and timelines with you so your plan stays on track.

We truly appreciate your kind words, Doug and Michelle! At Apprise Harpel Group, we pride ourselves on providing first-class financial advice and strategic planning for wealth creation, in early years wealth creating and into pre-retirement/retirement phases and beyond.
Knowing that Joel and our team have become a trusted part of your financial journey—and your family—is incredibly rewarding and value these relationships greatly.
Thank you for choosing us to help navigate the complexities of your financial life. We’re excited to keep supporting your future success!

Hey Di, Thanks so much for your wonderful review.
Always great working with you and so glad you feel valued and find our market video updates throughout the year helpful to you!
Thanks for the terrific review!😊

Thank you, Anthony, for sharing your experience with us! We’re delighted to hear that Joel was able to provide clear and practical advice that gave you confidence in your next steps. At Apprise Harpel Group, we strive to make financial decisions easier and more transparent for our clients, so it’s great to know we achieved that for you. We truly appreciate your recommendation and look forward to supporting you in the future.