1 March 2024 . 1 minute read
Your success is our business.
Creativity. Personality. Commitment.
Large enough to meet all your financial needs. Small enough to know your name.
About Us
SHB Business and Wealth Advisers
We’re SHB. A dedicated accounting and finance practice based in South West Victoria. Our mission is simple, how can we put you in a better position tomorrow than you are today.
We’re experienced, but that doesn’t mean we’re not dynamic. Our story begins almost 35 years ago, with the establishment of a professional accounting firm in Warrnambool. Today, we have evolved into a leading business and wealth advisory service.
Our established partners still remain, with a wealth of knowledge that can only come with their experience. However, our team also offers youth and expertise in both legislation and technology, and our service is always progressive and personalised.
How Can We Help You
Accounting and
Business Services
We love numbers, so you don’t have to.
We have expertise across all business types to best analyse and improve your tax position. We’re passionate about helping individuals and businesses, by offering accounting services that are affordable, simple, and available to the entire community.
Online Solutions
Manage your business and finances anywhere and anytime.
Like you, we want to continually be ahead of the curve. We all want to be using tools that enable us to work effectively and efficiently, creating more capacity within our business.
Financial Planning
Strategies beyond the ordinary.
We want to ensure you have a thorough understanding of your finances and provide you with the guidance and support to achieve your financial goals.
Lending & Broking
If you didn’t realise already, we’re numbers people.
Buying a property, car, or piece of equipment can be a daunting experience. Whether you are re-financing, downsizing, or investing there is always a lot to consider when taking out a loan.
What Makes Us Different
Why Businesses Choose Us
Dedicated and down to earth
At SHB we value every client relationship. Our down to earth and practical approach is designed to provide you, your family, and your business with optimum financial wellbeing.
Your financial needs
taken care of under one roof
Our experienced team of Accountants, Financial Planners and Lenders will work with you, and each other to achieve your goals.
Client satisfaction
Whilst we offer value for money, our quality of advice is never compromised. We are passionate and committed to providing our clients with a high level of service, and encourage interaction & collaboration between our team and our clients.
Local knowledge and expertise
Locally owned and operated, we provide excellent local knowledge and work in partnership with our clients. Our highly skilled and informed team is responsive and productive in providing financial solutions and opportunities that benefit our clients.
Take the stress away
We focus on making it easier for our clients and business owners to get the help they need, so they can focus on what’s really important to them. Our team can handle correspondence from the ATO to Centrelink, you can be confident we will work with you to improve your work-life balance.
MYOB and Xero certified
We are MYOB & Xero certified and Practice Partners. We have extensive knowledge in Cloud accounting software and can tailor business software solutions that work for you. We provide the initial set up, training, and ongoing support to clients in need of assistance.
Meet Our Team
Meet the SHB team
Barry Brooks
Accountant
Leigh Johnson
Accountant
Brendan Drummond
Accountant
Tammie Wensley
Accountant
Isaac McMillan
Accountant
Jarrod McDonald
Accountant
Fiona Steenhuis
Accountant
Adam Lawson
Accountant
Eammon Keane
Accountant
Simon Dawson
Financial Planner
Mark Bowles
Financial Planner
Jason Leddin
Financial Planner
Get in touch with your local Accountants &
Financial Planning Specialists!
Testimonial
What Clients Say
SHB have been my Accounting Practice for 20 years in business (20th birthday this year)! At this turbulent time more than ever I have valued their support and ongoing commitment to keeping me up to date about what I need to know, and they have offered free of charge, a continuity plan which has been invaluable. I know that with their guidance and support my company will come through this and remain strong and viable. I can’t thank them nor recommend their services enough.
Kerri Bilson
We have found Felicity to be invaluable with the professional advice and support she has provided in helping us set up our architectural firm business, accounting systems and strategies over the last 12 months. She has also provided efficient and comprehensive advice in the completion of our personal income tax returns. We highly recommend her to anyone looking for a professional and personable accountant who listens to your needs and responds with a tailored accounting approach for your individual requirements.
Megan Koolen
We couldn’t ask for better business advice and support than we have received from Barry and Adam at SHB. They are both professional & down to earth and have made our transition to accounting software Xero, incredibly straight forward.
Rick Hahn
The team at SHB have helped us through some tough financial times. They held a bright light in front of us in what could have been a long dark tunnel. With their guidance and advice, we were able to implement systems and procedures to monitor and improve our financial wellbeing. Our business and family financial affairs as related to tax, compliance, protection and wealth have benefitted from their proactive personal care and commitment. I have recommended SHB to other business associates and it pleases me when I also hear positive reports from them too. SHB is a most favourable option when considering a business and wealth advisor.
Tom Reuel
Jarrod always answers our queries with courtesy and clarity and gives invaluable and comprehensive advice to assist our business.
Jane Holland
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