About

At SHB, we’re here to make finance simple and empowering. For over 35 years, we’ve been helping individuals, families, and businesses create stronger financial futures.

We take the time to understand what matters to you and deliver tailored strategies to get you there. With everything under one roof — business services, financial planning, accounting, insurance, and loans — we offer a truly holistic approach.

Our strength is in our team: experienced partners backed by a dynamic, tech-savvy crew who bring energy, innovation, and fresh ideas. Together, we provide advice that’s practical, transparent, and genuinely focused on your goals.

At SHB, we don’t just manage finances, we build partnerships. And our focus is simple: helping you make tomorrow better than today.

 FAQs

  • At SHB, we take the time to understand what’s important to you and what you want to achieve. This allows us to provide tailored strategies designed to help you reach your goals. We offer a holistic service under one roof, accounting, business services, financial planning, insurance, and loans — all delivered with a focus on personalised, transparent, and genuine care.

  • Our team has a wealth of experience across a wide range of industries and life stages. Whether you’re just starting out, growing a business, or planning for retirement, we’re here to provide support and advice for your journey.

  • Our office is located in Warrnambool, Victoria, but we proudly work with clients all over Australia. We see our relationship with you as a partnership, and we want you to feel comfortable reaching out in whichever way suits you best — whether that’s in person, over the phone, by email, or via video call. Thanks to today’s technology, you can access the full SHB service no matter where you call home.

  • Every client’s situation is unique, so rather than set prices, we prepare tailored proposals based on your specific needs and level of complexity. What we can promise is complete transparency — you’ll always know exactly what you’re paying for and what value you’re receiving in return. There are no hidden costs.
    To get started, we recommend booking a complimentary introductory call with one of our accountants, advisers, or brokers.

  • It’s simple. Contact our office by phone or email, and our friendly client services team will take your details and guide you through the next step. This usually starts with a free introductory call to connect you with the right accountant, adviser, or broker for your needs.

Investing in our community, investing in you

We believe true wealth is built on connection, with people, with purpose, and with community. That’s why our philosophy is simple: when we invest in our community, we invest in you.

By supporting local clubs, businesses, and families, we create stronger foundations for everyone’s future. And by partnering with you on your financial journey, we help turn goals into possibilities and possibilities into achievements.

Because when our community thrives, so do you.