Dave Horan

Better Wealth specialises in retirement planning & investment advice for people aged 55+

We combine big-city expertise with country-town service to deliver advice that is professional yet personal.

Our clients value the peace of mind, clarity and confidence we provide them.

People choose us when 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, such as an inheritance or asset sale, and need guidance.
• Have experienced a life change, such as divorce or the loss of a partner, and need support.
• Prefer to leave financial management to a trusted professional.

Due to strong demand for our expertise, new client positions are limited.

We selectively take on new clients aged 55-75 who have between $500,000 and $5m in retirement savings.

We value the long-term partnerships we build with our clients, and know that is where the greatest benefits of advice are delivered. For this reason, we only consider new clients who can meet with us in person at our Shepparton office and who are seeking an ongoing advisory relationship.

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