Dave Horan

Better Wealth

Platinum

19 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:

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

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

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

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.

5.00 May 2024

We have used Dave since the sales off our farms. We have found Dave to be very thorough and in helping us transition for running a business to retirement. For any new client I would highly recommend his services.

5.00 March 2024

I have known Dave since he was with NAB and have followed him to where he is now with CWM. Prior to Dave being with NAB I was with NAB Financial Management. Dave is very active in communicating with me with regards to opportunities, minor adjustments to investments and tax minimisation for my super and through his recommendations have seen the value increase expeditionary over the years after allowing for pension and some one off purchases. More than cover the expense through his expertise. Have recommended friends to Dave who have become his clients.

5.00 March 2024

Dave has been looking after our financial and retirement planning since I turned 55

With his experience and knowledge he has helped us to achieve our goal of retiring at age 65

We’re now enjoying our third caravan trip while Dave continues to look after our super and pension needs hassle free for us so we can concentrate on enjoying ourselves.

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