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Better Wealth

Better Wealth

5.0(19 reviews)See reviews ↓·Shepparton

What customers say

Based on genuine customer reviews

Retirement planning for couples moving towards their later working years is the work that shapes most of the feedback around Better Wealth, where clients describe an approach built on a thorough look at present circumstances, future needs and each person's tolerance for investment risk. Reviewers note that intricate financial positions are broken down into plain explanations and straightforward visuals, so the reasoning behind each recommendation is easy to follow. Dave is named frequently for his depth of knowledge, his professional and ethical manner and a genuine interest in client outcomes.

Lana and other team members are described as friendly, caring and dependable. A number of accounts come from people who have worked with the practice for ten or fifteen years, and they credit the steady guidance with keeping retirement goals, including plans for overseas travel, on course. Annual meetings are valued because no relevant matter is left out and everything is explained in understandable terms. Clients also observe that Dave stays available to talk through concerns whenever they come up, and the practice's reputation for trustworthiness, clear communication and lasting relationships rather than one-off transactions comes through across the accounts.

Reviews

Reviews are taken from publicly available sources.

PA
peter ANDERSON16 July 2026

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

DG
Dina Galea16 July 2026

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!

PJ
Phillip Jones10 June 2026

The Better Wealth staff are fantastic!! Dave certainly knows his stuff, and would highly recommend him for all your financial affairs.

WB
Wendy B3 November 2025

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.

DB
David Baldwin27 October 2025

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 ..

PA
peter anderson28 August 2025

Superb, super, friendly & helpful team.

BW
Bill Welsh11 July 2025

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.

RankProviderRatingReviewsOpen Sat.
1Better Wealth (this page)★ 5,019No
2Good-Life Advisory★ 5,017Yes
3Perta Thomson Partners (PTP) - Shepparton★ 5,06No
4Sofcorp Wealth★ 5,02No
5Chalmers Private Wealth★ 4,52No
Contact
+61358231234www.betterwealth.au4 Welsford St, Shepparton VIC 3630
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–15:00
SaturdayClosed
SundayClosed