Dave Horan

Better Wealth

Platinum
19 Yrs Experience
Shepparton, VIC 3630

Dave has dedicated his career to helping people over 50 do better and feel better regarding their finances.

Specialising in retirement planning and investment advice, Dave primarily assists people who:

  • Already have some super and/or investments but realise they could do much better with the right advice, or the right adviser!
  • Are coming into money and need guidance about what to do next.
  • Are approaching retirement and want to maximise their nest egg (and retirement lifestyle!).
  • Have been through a life event like divorce or the loss of a loved one, and don't know what to do now, or just feel a bit overwhelmed.
  • Have already retired, but now want to delegate the time, effort and stress of managing things to a professional.
  • Have any other lifestyle or financial goals they wish to achieve, or problems they need to solve.

In addition to the financial benefits of advice, Dave prides himself on providing clients peace of mind, confidence, security and clarity about their finances so they can focus their energy toward other meaningful areas of their lives.

As the founder and owner of Better Wealth, the firm’s reputation means a lot to Dave. Delivering better advice, better service and better results for clients will always be the highest priority for Dave and his team.

Dave works with mums and dads, widows, business owners, farmers and professionals - people from all walks of life, and he’s always delighted to meet new people for a chat, to hear their story and understand how he might be able to help them do better and feel better regarding their finances.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 17
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Better Wealth

4 Welsford St
Shepparton, VIC 3630

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176