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Benjamin Hopkins, CFP®

Name Benjamin Hopkins CFP®
Company Invest Blue Pty Ltd
Address 10 Sibyl Street
Southport, QLD 4215
Phone 0438 064 778

My focus is helping people - working to deliver the right advice, for the right reason, at the right time. I understand that each person, household or company have their own needs, objectives and attitudes to risk and each situation needs individual attention. I have over 20-years’ experience as an adviser and have achieved the premier professional financial planning qualification, the Certified Financial Planner (CFP). This standard means that I am well versed in providing financial literacy & ongoing education for clients, in turn ensuring goals are not only achievable & realistic, but actually achieved. I believe honesty, an open mind, integrity and professionalism assist to remove the complexity barriers many people encounter when dealing with financial matters. Delivering financial literacy also empowers more ownership of decisions in the relationship which opens the door to making dreams reality. My skills cover all areas of financial planning, including superannuation, corporate benefits, self-managed super funds, retirement, social security, debt management, wealth creation, personal protection and inter-generational strategies, for both personal & business clients. I live in the sunny Gold Coast, which can be aptly described as the heart & soul of our great nation. My lovely wife, son & daughter are delightful, my dog is well behaved and it's great to be part of our community. The rest is subject to change without notice.

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