Better Wealth - Shepparton, Victoria

Bill W.

We have dealt with Dave over many years and his great knowledge, professionalism and genuine interest has given me confidence knowing our funds are in good hands.
Dave is always ready to discuss matters if needed and his annual meetings cover all matters in an understandable way.

alan

I would like to thank Dave and Lana for the help with my investment portfolio over the years and into the future, how it has performed and grown so well. I am very grateful for the professional help and knowledge that l received from them, l now retired and in a very good position financially, thank you ever so much. I highly recommend their services.

Wendy L.

I am absolutely delighted with the service provided by Dave and his team. It is really refreshing to work with a financial planner who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way Dave took the time to get a feeling for where I was at, the depth of knowledge, lateral thinking and common sense approach. The professional, ethical and caring demeanour elicits my trust and respect and I highly recommend their services.

Kelly S.

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.

Lisa F.

Dave has been an invaluable resource for me in my role as financial administrator for my mother. His financial knowledge is second-to-none and his passion for helping others to live life to the fullest is admirable. Dave and his assistant, Lana always go the extra mile to fulfil the very different needs of my mother and I, so we feel both confident that we are in great hands.

John M.

I have known Dave Horan and his associate Lana for a number of years in the course of managing my mother’s investment portfolio and providing related financial advice to our family.

I have found Dave to be a person of the highest integrity, always providing sound independent financial advice in a responsive and timely manner.

Geoff J.

We have had Dave (and Lana )as our advisor for the past 10 years. Could not speak highly enough of the service and advice we have received. Highly recommended.

Lyn A.

I recommend Better Wealth for financial advice. David is a very knowledgeable person and his advice has helped us over the years we have been associated with him.