Name | Dave Horan CFP® |
Company | Chalmers Private Wealth |
Address | PO Box 972 Shepparton, VIC 3630 |
Phone | 0429 968 735 |
I've spent my entire career dedicated to helping people over 50 do better financially, and feel better about their finances.
I specialise in retirement and investment advice and am here to offer guidance and support for people who:
- Already have some super/investments, but realise they could be doing much better with the right advice, or the right adviser!
- Have recently come into money via an inheritance, a payout, or a property/business sale, & need some guidance about what to do next.
- Are approaching retirement and just want to maximise their nest egg (and retirement lifestyle!).
- Have experienced a life event like divorce, lost their partner, forced retirement, etc, and don't know what to do or just feel a bit overwhelmed.
- Have settled into retirement and are enjoying life, so now understand the benefits of delegating the time, effort and worry of managing their super/investments to a professional.
- Have any other money related goal they wish to achieve, or money related problem they need to solve.
I believe that great advice is about more than money, it's about life. The financial benefits of sound advice are significant, but great advice also provides peace of mind, security, confidence and clarity. As a result, it will give you back time and energy to re-invest into other meaningful areas of your life.
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 make sure you're heading in the right direction & keep you on track despite the never ending changes in life, work, family, super rules, investment markets, etc.
It's pretty rare that someone comes to me with something I haven't guided countless people through before them. Being able to draw on my extensive professional and life experience helps put new clients at ease, plus gives them confidence that whatever has led them to come in for a chat, we've got it covered and we'll look after them.
I'm CFP® (Certified Financial Planner) qualified, have over 25 years experience, and am a proud owner of our business. Our reputation is everything to me, so delivering better advice, better service and better results to each and every client is my top priority. Also, as a (relatively!) young guy still in my early-mid 40's, I'll be here for a long time yet, so my clients don't have to worry about me retiring or dropping off the perch before they do!
I work with mums and dads, widows, business owners, farmers and professionals - people from all walks of life - and would be delighted to meet with you for a chat about your investment management and/or retirement planning needs.