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Hopscotch Wealth
Hopscotch Wealth: Tailored financial guidance built on trust and collaborative planning.
4.9
Financial Advisor
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Hopscotch Wealth: Tailored financial guidance built on trust and collaborative planning.
Hopscotch Wealth, at 9 Claxton St, Adelaide SA 5000, provides tailored financial guidance - investments, debt reduction, personal and income protection insurances, and retirement planning - aligned with clients' goals and risk tolerance. Clients praise Dan for understanding needs, answering questions, and fostering a collaborative, trust-based relationship. Stef supports initial consultations to clarify options; one review notes a desire for broader investing guidance.
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Customized strategies to secure your financial future and achieve retirement goals.
Tailored investment plans aligned with your risk tolerance and financial objectives.
Personal and income protection insurance to safeguard your assets and income.
Expert guidance on managing and reducing debt to improve financial health.
Collaborative sessions to define and plan for your life and financial aspirations.
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Overall rating
Adelaide Translation
Royal Adelaide FC
Dan was extremely insightful and knowledgeable, a consummate professional and provides a fantastic service.
Tiffany A
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.
Jacques Neethling
Thank you Dan, for making us feel at home. Listening to our goal's.Giving us advise and explaining on how to achieve them an not forcing us into one direction but giving us multiple options.
A Hambrook
Fantastic service and very easy to converse with and understand. Definitely recommend them
Tracey Lawes
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!).
