Services Offered
Retirement Planning
Customized strategies to secure your financial future and achieve retirement goals.
Investment Advice
Tailored investment plans aligned with your risk tolerance and financial objectives.
Insurance Solutions
Personal and income protection insurance to safeguard your assets and income.
Debt Reduction Strategies
Expert guidance on managing and reducing debt to improve financial health.
Financial Goal Setting
Collaborative sessions to define and plan for your life and financial aspirations.
Reviews
4.4(5 reviews)
Rating Distribution
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Tiffany A
via Google
5 months ago
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.
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Tracey Lawesvia Google
about 1 year ago
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!).
A
Ali Roushvia Google
about 1 year ago
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!
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Todd Hackingvia Google
about 1 year ago
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.
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Daniel Paulevia Google
over 2 years ago
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.
