Say hello to Daniel Boote!
It’s our pleasure to introduce you to the most recent addition to our financial advice team – Daniel Boote!
Daniel joined our team in late February as a Senior Financial Adviser, bringing almost 25 years of experience working in the financial service industry in tow.
He describes his main role as a problem solver for his clients, helping put all the pieces of their financial puzzle together. He does this by having detailed discussions to understand your situation, your goals, what you want to achieve now, the future and into retirement. You can get to know Daniel a little more and book an appointment with him here.
It’s always exciting to have new advisers join our ranks to be able to better service our clients and energise the team with fresh ideas and experience. If you haven’t yet spoken to a financial adviser at The Hopkins Group, now’s a great time to lock in your free discovery session.
Already a financial planning client of The Hopkins Group? It’s never a bad time to lock in a review. Book in a time to speak with your financial adviser today!
6 topics to discuss with a financial adviser after a relationship breakdown
When a married or de facto couple separates, often the first thought is to seek legal advice – which is always important – but what about financial advice? Senior Financial Adviser, David Romanovski takes you through the 6 key topics to discuss with a financial planner when a relationship goes sour.
Estate planning within your superannuation fund – its not as simple as it looks
A recent determination of superannuation death benefits is a perfect example of the need for appropriate planning in relation to how your superannuation death benefits will be dealt with after death. Head of Paraplanning, Aaron Walshe takes us through the findings from this case and the key takeaways.
12 things to consider before you retire
Looking ahead to a time after work can be as exciting as it is daunting. How can you make sure that you’re able to enjoy the lifestyle you want in retirement? What are the financial milestones you need to have achieved before you can retire? Senior Financial Adviser, Joe Bonifazio, breaks down the top 12 things you should consider before retirement!