Better Wealth
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
A very trusted, long term adviser for us for over 15 years. We strongly recommend Dave at Better Wealth and the team. A great company to deal with, reputable and trustworthy
Dave and Bec go over and above to look after their clients. They're always available, no question is too hard and friendly to boot!
The Better Wealth staff are fantastic!! Dave certainly knows his stuff, and would highly recommend him for all your financial affairs.
Dave and the team at Better Wealth have been fantastic in helping my husband and I prepare financially for retirement! Dave spent a lot of time assessing our current and future needs and especially noting our comfort levels when it comes to investing and risk taking. He was able to take complicated financial situations and issues, and clearly show a process or plan through simple diagrams and everyday language (which was essential for myself with limited financial knowledge). Communication has been spot on and we have great faith that Better Wealth will comfortably see us through our retirement years and continue to grow our retirement investments.
Dave & his team did an outstanding job with the help & advice they have provided us with.. It’s so true ‘you don’t know what you don’t know’ & with the Better Wealth team having our backs & helping us ‘know’ has provided us with thousands in savings, not forgetting the value of our peace of mind .. Thanks heaps ..
Superb, super, friendly & helpful team.
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.
Financial advisers & planners in Shepparton compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Shepparton are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Better Wealth (this page) | ★ 5,0 | 19 | No |
| 2 | Good-Life Advisory | ★ 5,0 | 17 | Yes |
| 3 | Perta Thomson Partners (PTP) - Shepparton | ★ 5,0 | 6 | No |
| 4 | Sofcorp Wealth | ★ 5,0 | 2 | No |
| 5 | Chalmers Private Wealth | ★ 4,5 | 2 | No |
