At Apprise Harpel Group, goal setting is not just a preliminary step—it’s the foundation of every strategic financial engagement.
Structured Discovery and Signature Goals
Through their structured discovery and debrief process, advisers work closely with clients to identify and prioritise their most important Signature Goals—those deeply personal outcomes that define success, such as:
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Relocating
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Supporting family
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Retiring early
These goals are captured in a one-page Advice Map—a living document that guides the advice journey and is continuously updated.
Alignment of Strategy and Life Priorities
Our advisers use this framework to align financial strategies with life priorities, ensuring that every recommendation—from estate planning to investment pathways—is purpose-built to support what matters most.
Transparent and Collaborative Process
Clients benefit from a transparent, fee-for-service model and a team-based approach that integrates legal, accounting, and specialist inputs where needed. The firm’s onboarding and engagement process includes regular progress reviews, helping clients stay accountable and adapt as life evolves.
Strategic Partnership and Ongoing Support
Whether drafting Terms of Engagement or modelling cash flow scenarios, Apprise Harpel’s advisers act as project managers and strategic partners, maximising the likelihood of goal achievement through clarity, collaboration, and continuous support.