We can help shape your journey to financial independence.
The Hopkins Group was founded in 1980 and initially started out as one of the first property investment advisory groups in Australia. Nearly 40 years on and the landscape has changed dramatically. We have significantly expanded our service offering, responding to the financial needs and circumstances of our clients by bringing everything they need in-house. Our aim has always been to provide a holistic solution where our clients can find all the financial services they need under one roof.
Our 4 service pillars
Mortgage & Finance
Meet our founders
John Hopkins is the founder and Executive Chairman of The Hopkins Group, first established in 1980.
He is also the founder and director of Lantern Property Partners (a subsidiary of the Hopkins Group, working alongside intermediaries nationally and internationally).
John began his career with Barry Iles, a successful estate agency in Hawthorn, Melbourne, where he was asked to be a director at the tender age of 26.
He then decided to establish John Hopkins and Company, and has since expanded the businesses service offering to include financial planning, tax and accounting, mortgage and finance, property investment advisory, property development, property sales and property management. Read More
Michael Williams is the Managing Director of The Hopkins Group and a Senior Financial Adviser.
Michael has worked as a financial planner for over 15 years after starting a career as a commercial and property lawyer in Queensland. After starting out as a solicitor in 1998 he decided to quickly turn his attention to the financial services industry. Michael was recruited into a management role at Saxby Bridge financial services and relocated to Melbourne.
Michael was responsible for the integration and 3-stage transition of the business from Saxby Bridge to Parkes and then finally Elm Financial Services. In 2001 he became the Victorian State Manager and was responsible for the management of the Melbourne office. Read More
Our advice process
Our first interaction will be an open discussion to help us understand life for you today and the choices you need to make in the future. Taking the time to identify your needs, objectives, financial situation and timeframes are extremely important early in the process. When we know what you want to achieve we can confirm the pieces of puzzle we can help you navigate.
CREATING YOUR STRATEGY
Your adviser will go away and analyse the information provided to them in the initial consultation stage and develop a strategy appropriate to your goals and objectives (Statement of Advice). This document will be presented at our next consultation and will outline detailed projections, quotations and recommended products we have identified.
PRESENTING YOUR PLAN
When the strategy is finalised, we like to meet again to take you through your tailored financial plan. All the information provided is recommendation only and this stage is usually a great opportunity for you to provide feedback so any changes can be made if required. We will also share any fees, commissions and associations we have that is specific to your plan.
If you’re happy with the suggested recommendations in your consultation and choose to engage our services, we will get to work straight away on actioning your plan. We follow the documented process through to completion and review where appropriate when everything is in place.
ONGOING REVIEW MEETINGS
We will check in at regular intervals to make sure your strategy is still working for you. If updates need to be made, this is when they should be actioned. This will ensure we remain proactive and can react to any changes to your circumstances that could impact your overall plan.