Hopscotch Wealth

I came here a couple years ago to make a financial plan for the future, as I was wanting to start investing and buy a house in the next few years. I received feedback that I was doing pretty well in regards to savings, and given some advice about the FHSS scheme. Received no advice on investing and I left feeling like I had gained nothing of value.

We've worked with Dan and his team for nearly 10 years. Hopscotch has been crucial in guiding us through investment strategies, debt reduction, personal and income protection insurances, and retirement planning—all aligned with our goals and risk tolerance. Dan works hard to understand our financial goals and concerns. He always takes time to answer our questions and we really enjoy working with him as part of our team, making decisions collaboratively rather than using a one-size-fits-all approach. This has built a strong relationship based on trust, essential for financial advice. We can confidently say that Dan’s expertise and dedication have positively impacted our financial well-being, and we highly recommend him to friends, family, or anyone seeking financial advice (and often do!).

My fiancé and I recently had an initial consultation with Dan and Stef and it was a great experience. They took the time to really understand our situation and what we were after, and did a fabulous job of breaking down investment and tax jargon in a way that was easy to understand. Even after just one session we have a far clearer idea of what our options are (and how to get there) than before, and are looking forward to working with Hopscotch more into the future!

I originally started to work with Dan as a CFO and wanted structured financial advice and best superannuation fund advice for the companies MD. This was nearly 4 years ago now and in that time I have also crossed over to use Dan's services for my personal finances as well as my partners who is planning retirement. The advice is structured around your goals and what you feel comfortable achieving. Every step of the way there is open and honest communication. If you feel things need a bit more explaining then it is all mapped out in writing and Dan will talk you through it. Even if you are comfortable in dealing with finances or someone that gets lost with all the jargon the superfund and investment managers love to use in their powerpoint presentation then book a time with Dan, you will not be dissapointed. Annie, Wade and Garry

Dan has looked after my super and finances for the past five years. He initially saved me a fortune in fees through the right level and structure of my insurances. He’s now a trusted advisor and always looking out for my best interests and coming up with suggestions to ensure future prosperity.

My Fiancée and I had an initial meeting with Dan 2 weeks ago to discus our goals and current standings. This meeting was no commitment and at no cost to us. Dan was amazing and was able to make us feel comfortable and engaged the whole time whilst providing great advise tailored to our situation. Dan showed that he is working in a field that he loves and that he has a genuine passion for helping people. Hopscotch will take an interest in who you are and what your life goals are and guide you through the process. We look forward to working with Hopscotch Wealth in future.

Hopscotch Wealth are down to earth and professional. Despite not needing to engage their services, Dan was warm, welcoming and understanding of my personal situation during our initial consult. He provided me with practical advice for moving forward which was very helpful in steering my next financial moves. If I need to engage financial services in the future, this is where I'll be going. Thanks again.