Benjamin Hopkins CFP®
About Me
With over 18 years experience as a Certified Financial Planner (CFP) and holding a Graduate Diploma in Financial Planning, my mission is simple: to provide tailored, actionable advice that empowers clients to reach their financial goals. I believe in delivering the right guidance for the right reason, at the right time, while ensuring every step of the process is grounded in honesty, integrity, and professionalism.
Every individual, family, or business has unique financial needs and aspirations, and my approach is to understand these intricacies deeply. By fostering an environment of financial literacy, I aim to simplify complex financial concepts and help clients take ownership of their financial future. This empowers them to make informed decisions, paving the way for long-term success.
Having spent over two decades helping clients realize their dreams, I understand that financial planning isn’t just about numbers—it’s about creating a meaningful future. Whether you’re planning for retirement, growing your wealth, or navigating significant life changes, my goal is to offer clear, personalized strategies that are easy to understand and even easier to implement.
Based in the vibrant Gold Coast, I value the community I call home. Beyond my professional life, I cherish time with my wife, children, and our trusty dog. Life is always evolving, and I take the same adaptable approach with my clients—continuously adjusting strategies to reflect your changing needs and aspirations.
Let’s work together to turn your financial goals into reality.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 23 Years
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Licensed By Smartmove Advice Pty Ltd