Dave Horan

I've spent my entire career specialising in retirement advice and managing super, pension, SMSF and investment portfolios for people.

Whether you're planning for retirement down the track, approaching it soon, transitioning into retirement now or already enjoying it, I can help.

My focus is to take the time, effort and worry out of planning for your retirement and managing your retirement savings. Plus, I know all the things you don't know about money, super, investing, etc, so I can help you make sure that you're taking advantage of the opportunities available, and avoiding the common traps people fall into. I can give you confidence about where you are headed, keep you on track, and work with you to achieve your lifestyle and financial goals.

I have a lot of industry and life experience and have also gained many insights from my clients over the years that may be helpful to you too. I’m CFP® (Certified Financial Planner) qualified and have been working with retirees since the late 1990's. As my own boss, I have the flexibility and responsibilities that mean you can count on me being here for you for the long-term. And being part of one of the largest and leading advice firms in northern Vic, you will also benefit from the extensive resources I have access to.

I grew up and started out with a local firm in Kyabram before living and working in Hobart and Melbourne for nearly 10 years before I returned to Shepparton in 2010 with my wife (also a local girl) so we could start and raise a family here. I love the country lifestyle and dealing with country people. I work with local business owners, farmers, professionals and regular mums and dads. People from all walks of life - I’m here to help with your retirement planning needs.