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
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.
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.
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.
Your SHB Client Portal
Take control of your finances with a personal wealth portal
Manage your entire financial world - at home and on the go.
We all want to manage our finances. Sorting out and gaining control over your financial situation takes time, effort, and knowledge.
It often seems like life is simply too busy. Say hello to your financial world’s new command centre.
At SHB we've designed a tool that makes it easy to plan for your financial goals.
Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.
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.
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.