Hopscotch Wealth

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!

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.

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.

I had the pleasure of meeting Dan and Stef at Hopscotch Wealth for an initial consultation and I couldn't be happier with the process. They took the time to fully understand my financial goals and were super friendly. I highly recommend Hopscotch Wealth to anyone seeking great financial advice.

We had a fantastic experience with Dan. He spent the time getting to know us and gave great advice that was relevant to our circumstances. We left feeling confident and with more direction. Dan was extremely personable and professional. The reviews are the reason we gave Hopscotch a call, and now we are more than happy to leave a 5-star review as well. Highly recommend and look forward to opportunities to work with Dan and Hopscotch in the future.