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ENDORSEMENT OF BILL & MARGARET PEOPLES
We
contacted Harper Group Pty Ltd as a referral from a friend as we were not
satisfied with the financial advice we had been given by another advisor.
We
were not comfortable with the range of investments or the type of
investments recommended by that adviser. These in the main consisted of,
products associated with the adviser's employer, being one of the Banks.
In
addition our future income tax resulting from the recommendations would
have been $10,000 ‑ $15,000.
As a
result of the recommendations made by the Harper Group Pty Ltd we are now
more comfortable with the investments recommended. They have made
recommendations which are independent and will earn greater income but
with less risk.
Further with, the strategies they have implemented, our income will
increase by about $10,000 ‑ $15,000 annually and our tax will reduce by
$5,000 ‑ $10,000 annually.
We
were very pleased to deal with Harper Group Pty Ltd as they did not charge
commission or take trailing commission or other benefits.
Their
services were charged at a very reasonable agreed fee, which was far less
than the commission the first adviser charged.
Bill
and Margaret Peoples
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