Dave Horan CFP®
About Me
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:
• 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 (inheritance, asset sale, etc.) and need guidance.
• Have experienced a life change (divorce, loss of partner, etc.) and need support.
• Prefer to leave financial management to a trusted professional.
We take on new clients who are 50+, seeking advice on funds of $500,000+.
Our name is our promise. We continually strive to provide our valued clients with better advice, better service & better results.
Areas of Focus
- Investments
- Retirement
- Superannuation
- Wealth management
![CERTIFIED FINANCIAL PLANNER®](https://d23g0hayoxy5dh.cloudfront.net/ul/10910/images/bulk/gallery/d7d4e05863fc2acfabb9219cfb2f2c74.png)
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Highest Level of Education Graduate Diploma
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Years of Experience 20 Years
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Licensed By Asvw Financial Services Pty Ltd
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Advice Fees From $5,500
![CERTIFIED FINANCIAL PLANNER®](https://d23g0hayoxy5dh.cloudfront.net/ul/10910/images/bulk/gallery/d7d4e05863fc2acfabb9219cfb2f2c74.png)