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BEST RATED SHEPPARTON VIC FINANCIAL SERVICES

3 Best Financial Services in Shepparton VIC

Expert recommended Top 3 Financial Services in Shepparton VIC. All of our financial planners face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. Deadset the best!

Better Wealth
Better Wealth
Better Wealth
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BETTER WEALTH

(4.9 Score)
4 Welsford Street,
Shepparton VIC 3630 Directions

Specialty:

✓ Superannuation ✓ Retirement Planning ✓ Investments and Estate Planning

“Better Wealth is a professional financial advisory firm. They combine big-city expertise with country-town service, offering their clients peace of mind, security and clarity about their finances. They continually strive to provide their valued clients with better advice, service & better results. Their commitment to prioritising the well-being, interests, and needs of their staff, their families, and clients. Their reputation is grounded in a consistent track record of integrity, service, performance and accessibility. Better Wealth values showcase their hard-earned and well-established commitment to being there for staff and their clients.

2025 Update: Dave Horan is the Owner / Director of the firm.”

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License ABN 95 673 861 900

Contact:

03 5823 1234

Mon-Thu: 9am -5pm
Fri: 9am - 3pm
Sat& Sun: Closed

TBR® Inspection Report:

Chalmers Private Wealth
Chalmers Private Wealth
Chalmers Private Wealth
3+ YEARS IN TBR
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CHALMERS PRIVATE WEALTH

(4.7 Score)
60 Railway Parade,
Shepparton VIC 3630 Directions

Since 2010

Specialty:

✓ Priority Service Programmes ✓ Independent Wealth ✓ Emerging Wealth ✓ Wealth Foundations ✓ Essential Service Programme ✓ Maintenance Programmes ✓ File Maintenance ✓ Centrelink-Assist

“Chalmers Private Wealth's founder is Michael Chalmers. The team provides strategy and practical wisdom, which form the basis of happiness when executed. They work with you, educate you, and help you better understand how to make the right financial decisions to achieve your lifestyle goals. They aim to make sure that your money is working for you. Chalmers Private Wealth looks at ways to minimise and protect you from the financial impacts of a negative surprise to help you keep together what you have put together. Chalmers Private Wealth balances your portfolio's risk and returns to match your comfort levels.

2025 Update: They are proud to be designated as an FAAA Professional Practice.”

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License ABN 97 145 241 210

Contact:

03 5831 9000

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

RI Advice Shepparton
Shepparton Financial Services RI Advice Shepparton video
8+ YEARS IN TBR
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RI ADVICE SHEPPARTON

(4.5 Score)
137 Maude Street,
Shepparton VIC 3630 Directions

Since 1995

Specialty:

✓ Investment Management ✓ Wealth and Retirement Planning

“RI Advice Shepparton is a prominent financial firm. Their dedicated team provides values-based financial planning. The company helps you place objects, understand your financial planning choices, implement an approach, and enjoy your life. The team enables you to make the most of your investments, regardless of your stage of life. RI Advice prides itself on providing long-term, holistic advice, with its clients repeatedly calling on it for financial advice as their circumstances change over the years. They look at your current position and support you in identifying opportunities to get smarter with your money. You can contact RI Advice to book an appointment.”

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License ABN 23 001 774 125|238429

Contact:

03 5831 2833

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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BETTER WEALTH REVIEWS

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.

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CHALMERS PRIVATE WEALTH REVIEWS

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

RI ADVICE SHEPPARTON REVIEWS

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.

TBR® Inspection Score Report

BETTER WEALTH Total Inspection Points: 117/120
Business Hours: 9
Business Images: 9
Social Media: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CHALMERS PRIVATE WEALTH Total Inspection Points: 112/120
Complete Info: 8
Acknowledgements: 9
Business Hours: 9
Exact Services: 9
Legitimate Ratings: 9
Review Analysis: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

RI ADVICE SHEPPARTON Total Inspection Points: 109/120
Acknowledgements: 8
Complete Info: 8
Business Hours: 9
Legitimate Ratings: 9
Location Proximity: 9
Review Analysis: 9
Reviews Study: 9
Website Source: 9
Website Standard: 9
Business Images: 10
Contact Info: 10
Exact Services: 10