Dave Horan

Better Wealth

Platinum

20 Yrs Experience

Shepparton, VIC 3630

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Better Wealth is a professional yet down to earth financial advisory firm that specialises in retirement planning & investment advice for over-50's.

We combine big-city expertise with country-town service, offering our clients peace of mind, security and clarity about their finances.

Clients choose us because they:

Are nearing retirement and wish to maximise their nest egg and lifestyle.
Want to improve their financial situation with expert advice.
Are receiving a windfall (inheritance, asset sale, etc.) and need guidance.
Have experienced a life change (divorce, loss of partner, etc.) and need support.
Prefer to leave financial management to a trusted professional.

We take on new clients who are 50+, seeking advice on funds of $500,000+.

Our name is our promise. We continually strive to provide our valued clients with better advice, better service & better results.

Plan for more - www.betterwealth.au

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Complex Investments
Small Business Advice
Tax Strategies
Wills & Estates

5.00 December 2024

We have had Dave as our financial adviser ably assisted by Lana for several years and we are extremely happy with the financial advice given which enables us to live comfortably in the knowledge that we are being well looked after, and any extra requests we have had are dealt with in a timely and efficient friendly manner.

We would gladly recommend Better Wealth and the team to anyone looking for expert advice and excellent service in the future.

5.00 December 2024

On track for a dream retirement of overseas holidays and travel ✈️ thanks to Dave, Lana and the team. I cannot recommend Dave highly enough when it comes to advising you in all aspects of your finances, wealth decisions, and achieving your goals to ensure you end up retiring how YOU want to retire. We look forward to continue working with you in the coming years.

5.00 November 2024

I would trust Dave with anything he wonderful he is there when you need him.

5.00 June 2024

Dave has been my financial adviser since he was at the NAB . Since he has been my adviser I was able to set a plan for retirement and retire early (62y not 68y). One thing l like about Dave is that he can make investing easy as he explain everything to you, and with me in my language as I'm not the most financially smart person around.

5.00 May 2024

Dave has been providing financial advice and planning for my wife and I for the last 5 years, we have no doubt his advice and strategies have strengthened our financial position and taken the worry out of money matters during our retirement.

I wouldn't hesitate to recommend him to anyone looking for financial advice and guidance.

Adviser status Platinum
Rating 5.00
Number of reviews 20
First year providing advice 2005
Years of experience 20
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English