Our clients value our holistic advice and the enduring relationships we build together.
Financial success is only one of many inputs to a happy and fulfilled life. We help you identify and achieve those life goals most important to you.
We’re a member of the professional alliance, the Certainty Advice Group, focused on delivering value for clients. You can read more about Certainty Advice here.
We work with individuals, families and business owners. We take the complex and simplify it for you; together we determine the right path to achieve your objectives.
Our strategic advice, financial strategies and recommendations are based on a thorough understanding of your individual needs, aspirations and goals. We aim to protect and grow your wealth over time.
Our expertise spans personal and business advice and recognises that for business owners, the two are intertwined.
Each of our team members has extensive personal and business financial advice experience, as well as comprehensive, relevant tertiary qualifications.
‘Advice itself is not a measure of success, but progress on the path to living the best life’
I love leading a team who say what they believe and do what they say. Only then can we deliver for our personal and business clients.
One of the things I enjoy most about having my own business is being able to structure it in a way that puts the client – and their goals, their dreams – first. We’re about providing true value that is measure by what’s important to each and every client.
As well as being passionate about my work, I believe it’s important to be well rounded. I enjoy a full life with my wife and three children, an active board member of 102 year old group that provides charitable donations to those less fortunate and a supporter of the Geelong, Whitefriars and Heidelberg Football Clubs. I’m also an under 19s coach of the Parkside Football Club.
‘The advice I give to my clients is the same advice I would give to my family. If it doesn’t pass that test, it’s not good enough.’
Navigating the complex world of finance and investments is a challenge that I relish. I love being able to draw on my experience to work closely with clients, to get them on the right path to achieve their goals.
The Harpel of our business is named after my two children; it exemplifies that family is incredibly important and is a foundation of the values upon which this business has been built.
I treat my clients as part of my extended family and firmly believe that your success is our success.
‘Not everything that can be counted counts and not everything that counts can be counted.’– Albert Einstein
After more than 15 years in financial services, I love that quote more than ever. I enjoy the way we do things at the Apprise Herpel Group, making sure we help clients to have their best life by helping them to overcome any roadblocks, assist them to deal with any complexities, achieve their aspirations and plan their future. Those achievements cannot always be counted, but it means so much more for our clients to be enjoying life rather than counting the dollars.
I draw so much inspiration from my clients, but I also draw it from my partner and daughter, who we welcomed into our lives in 2021. It’s been a time of joy and growth and learning many new skills!
With over a decade of experience in financial services, I am truly passionate about empowering clients to live their best life. There is nothing quite like the joy of seeing our clients achieve their financial goals and aspirations. I am deeply committed to ensuring that our clients feel secure and confident in their financial future.
Outside of work, I love spending time with my family and travelling.
Professional Memberships
Working with business owners in the SME space is my passion. I enjoy being able to apply my technical, industry and business knowledge, experience and insights to help SMEs optimise their business to achieve their business and personal goals.
With over 20 years of experience at PwC specialising in corporate tax and business advisory, I have advised multinational clients across the finance, technology, entertainment, manufacturing and mining industries as well as private, family owned and startup businesses.
Since leaving PwC, I was the Executive Director of the Australian Business Chamber in the Philippines and then the CFO of a privately owned internet service provider in the Philippines.
I am thrilled to be a part of the great team at the Apprise Harpel Group. Their holistic approach to client services resonates strongly with the way I have conducted myself throughout my career, dedicated to delivering the best possible experience in pursuit of achieving client goals.
I am excited to provide care and honesty as I continue to establish strong client relationships alongside our advisers.
