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Sue Deakin9 September 2024 We wanted some advice on planning for our retirement which we hope to be starting within the next 5 years. After doing some research we decide on Harpel as they had such excellent reviews. After our first team’s meeting with Joel we knew we had made the right choice for Harpel to help us. The next meeting was with Joel and Naz who listened to what our requirements were and gave such good advice on how to reach them. Since then they have come up with a plan to help us achieve our goals and all paperwork to achieve this has been completed with no issues. Communication between them both has been excellent. We now feel that everything is in place to reach our retirement goal. We look forward to continuing our journey with Joel and Naz. Brendan Tait19 August 2024 During our Call, Joel was kind enough to listen to all of our questions and take the time to ensure his responses were met with understanding. His advice and genuine care helped us make well informed decisions on our current finances and financial goals for the future. I would highly recommend Joel and his team. Mark May19 July 2024 Both Joel & Naz have been amazing with helping us to progress towards retirement. We have received great professional advice, feel very comfortable, trustworthy, and take a personal interest in achieving our goals with ongoing communications & feedback. Results so far have been both rewarding & exciting, I would highly recommend Harpel Financial Group. Talanoa Wadeson20 May 2024 Harpel Financial Group were fantastic. Joel’s expertise as well as ethics made us feel very comfortable. Highly recommend! Ross Charles15 April 2024 We started to look to our future and plan for retirement. We contacted Joel for advice and direction. Both Joel and Naz were very professional in their dealings with us. They clearly and concisely explained their strategies for us moving forward, they helped us to execute those strategies, and they always made themselves available for assistance along the way. They also provided regular updates as to the progress of our plans. We highly recommend Harpel Financial Group. Jo G25 March 2024 We contacted Harpel a year ago. We were doing ok financially, but had no vision or structure for wealth growth. We previously had a bad experience with a financial advisor so we felt trepidation initially. Joel and Naz had a calming demeanour and they got to know our history, current situation and our goals/aspirations. They have directed our cash flow to ensure wealth growth. They have set us up with an investment property and entered us into the stock market. They have also ensured they we are insured in case of the worst. Joel and Naz are always available to answer questions and they respond promptly. They have made us very comfortable. Thank you so much for your help and guidance. Jo and Dan Di De Riz22 January 2024 I find my annual reviews, are more like friends catching up. Joel and his team always make your needs and questions their top priority. They explain the market, if need be advise changing some of your holdings to more productive ones. Joel sends video updates throughout the year. His understanding of the long-term market is reassuring. Out of 10, I give 15. Andrew Molnar16 January 2024 After having a couple of other financial planners that we never felt were right for us, Joel and Naz have been great to work with. They asked questions about what we wanted to achieve, rather than pushing us down a path we weren't comfortable with. Highly recommend talking with them. paula baldacchino8 December 2023 Joel, Naz & Glenda at Harpel have been very helpful, supportive and understanding our future financial needs. They take the time to clearly explain everything in lame terms. Thank you guys for all your assistance this year.Google rating score: 5.0 of 5, based on 60 reviews