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Hopscotch Wealth
Hopscotch Wealth: asesoría financiera personalizada basada en la confianza y una planificación colaborativa.
4.4(5 reseñas)
Financial Advisor
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Hopscotch Wealth: asesoría financiera personalizada basada en la confianza y una planificación colaborativa.
Hopscotch Wealth, en 9 Claxton St, Adelaide SA 5000, ofrece asesoría financiera personalizada: inversiones, reducción de deuda, seguros de protección personal y de ingresos, y planificación de la jubilación, todo ello alineado con las metas y la tolerancia al riesgo de los clientes. Los clientes elogian a Dan por entender las necesidades, responder preguntas y fomentar una relación colaborativa basada en la confianza. Stef apoya las consultas iniciales para aclarar las opciones; una reseña señala el deseo de una orientación de inversión más amplia.
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Estrategias personalizadas para asegurar su futuro financiero y alcanzar metas de jubilación.
Planes de inversión personalizados alineados con su tolerancia al riesgo y sus objetivos financieros.
Seguro de protección personal y de ingresos para proteger sus activos y sus ingresos.
Guía experta para gestionar y reducir la deuda para mejorar la salud financiera.
Sesiones colaborativas para definir y planificar sus metas de vida y financieras.
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!
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.
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