3 Best Financial Services in Shepparton, VIC

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.

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.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to [email protected].

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

By being with Chalmers Private Wealth I was able to have 50000 dollars in my Super at retirement.

Sandy has worked closely with us over the last year to ensure we are on track to being financially secure in our retirement and making sure we reach our personal financial goals. Being in our mid 20s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our needs. The service Sandy provides is of a high standard and we recommend Sandy and her team to anyone wanting to get on the right track with their finances.

Just wanted to thank you for your service, you have helped shape our future in organising our finances so we can look forward to retirement. I would like to give the following testimonial for your service to us.

We would gladly recommend any new clients to contact Sandy for their financial planning needs.