What makes The Hopkins Group different to other financial planners?

The Hopkins Group is more than just a financial planning business. Yes, we provide financial planning advice but it doesn’t stop there. We are a boutique financial services company, taking a holistic approach to our clients’ financial journeys. We offer a range of services including financial planning, tax and accounting, mortgages and finance, property investment advice and property management. The beauty of this business model is that it’s client centric – we’re all under the one roof and work as a team to deliver the best results for our clients.

I hardly have any assets – what’s the point of seeing a financial planner?

You may not think you have many assets, but what if a financial planner could help you change not only that mindset, but also that reality? A financial planner can help you discover your financial goals and objectives and develop a strategy around trying to achieve those goals. It’s never too early to see a financial planner – with or without assets. Book your free financial health check

I have no money in the bank. How can I increase my savings?

Before you can walk, you have to learn to crawl – so likewise you need to start small before you can save big. If you don’t have any money in the bank, but you’re making an income, the first thing you’ll need to do is develop a budget. A sound budget will help you discern where your money is going, and where you can cut back on discretionary spending to redirect to savings. A financial planner may be able to assist with developing a budget and help to identify savings targets for your goals.

How do I get started?

Everyone’s journey is different, but more often than not, they all start with a conversation. The Hopkins Group offers free financial health checks which gives people starting out the opportunity to sit down with one of our financial planners to discuss their current situation – and where they want to head. It’s an obligation free appointment that covers the basics and helps us get to know you better so we can suggest a plan of attack that’s right for you.

Alternatively, if you know exactly the type of professional adviser you are looking for, be it an accountant or a property manager, you can contact us via this page or by calling 1300 726 082. No matter where you are on your financial journey, The Hopkins Group is here to help.

How much does it cost to see a financial planner?

There is no cost associated with your first appointment with a financial planner at The Hopkins Group. In this initial meeting, you and your planner have an opportunity to get to know each other whilst talking through your personal financial circumstances. Once your goals and objectives have been identified and we have a better idea of what advice we can provide to help you get there, we’ll discuss fees with you based on your individual requirements. The cost of implementing the advice – that will ultimately be documented in a Statement of Advice – will vary depending on the complexity of the strategy and the type of products you will be investing in.

Do you do tax returns?

Yes, we do tax returns – for individuals, businesses, and self managed super funds. Rachel Williams is The Hopkins Group’s Director of Accounting, leading a team of accountants who prepare hundreds of individual tax returns every year for our clients across many different professions. We are experts in what types of items you can claim against your employment and investment income, and pride ourselves on taking the time with clients to ensure they understand what they can claim to ensure that no appropriate deduction is missed. We’ve set up a checklist to make this process easier.

What do I need to bring to get my tax done?

We appreciate how time consuming it can be to go through all your paperwork to get ready for tax time. While we can obtain lots of information directly from the ATO we always like to check this against your records as sometimes the ATO information is incorrect!

To make life a bit easier, we’ve set up a checklist to make sure you’ve got all your bases covered before you meet with an accountant.

What are the different types of insurance and why do I need them?

The types of insurance that The Hopkins Group can advise on are not your ‘over the counter’ varieties like health or car insurance. Our financial planners provide specialist advice in relation to the type of insurance that will protect you financially in extreme circumstances eg. death, disability, sickness.

It is something you don’t necessarily want to think about but is important to have. You don’t want to be without it when you are at your most vulnerable. While there are many different products on the market, some of the key insurance types that can play an integral part in a financial plan include:

  • Life insurance – an insurance which provides a payout/support payment to your beneficiaries in the event of death or terminal illness.
  • Total Permanent Disability – an insurance providing financial support/payment in the event of total permanent disability.
  • Income Protection – an insurance providing financial support where, because of illness or other extreme circumstance, you are unable to work and earn the income you would be able to otherwise.

Trauma – an insurance which provides a lump sum payment when you’re critically ill.

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