Make smarter decisions
with your adviser
Plug in all your assets and liabilities for a real-time,
consolidated view of your entire financial world.
Everything is in one place!
Track your success
Your wealth portal’s powerful budgeting and cashflow
tools let you set goals, track your spending, and see
how you’re stacking up.
Live your potential
Upload your wills, insurances, rental statements and other
important documents so you and your loved
ones know where everything is.
Manage your entire financial world -
at home and on the go
We’re here to help you make the most of your money.
Free Wealth Check
Get a rundown of everything you own and owe. See your future Wealth forecasts, review your financial priorities and receive a personalised action plan.
Your transactions are automatically categorised to allow you to easily see where you’re spending your money.
Snapshots display your net worth, at the end of each month. It charts your wealth so you can easily see how you are tracking and keeps you up to date automatically.
Live data feeds track your property and suburb performance.
Budgeting made easy
No more spread sheets. Instant budgets created around your spending. You’re in control, as you set limits on categories.
No more paper
Forms are digitally completed, and important documents can be stored securely. Contracts, receipts, wills are available to you at any time and on any device.
Simplify tax time
With the ability to mark transactions as tax items, upload receipts and documents or allow your accountant to access this information on their end, tax time just got easier.
Stay up to date and in control
Tracking your goals couldn’t get any easier, as the goal calculator lets you visually view your money grow. Notifications ensure you stay on track with your savings goals. Receive customized tips & recommendations to help improve your financial situation.
Built to be by your side
Whether you’re on your phone, tablet or desktop, you’ll have access whenever you need 24/7.
The SHB Wealth app is a convenient tool which allows you to take control of your finances. From bank accounts and property to superannuation and more, your app helps you manage, track and store your entire financial world.
The SHB wealth portal app is available on the Apple and Google stores. Or, can be accessed through your browser directly, without the need for the app.
Yes, the starter version is free to any SHB client. Get everything the Starter account has to offer plus live data feeds, live cashflow tracker, budgeting tools and bonus features by upgrading to Pro.
We recommend contacting our office and speaking to our client services team. They will be able to provide you with all of the details and ongoing support during your onboarding and set up phase.