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Text Content

Skip to content
 * Home
 * News
 * Our Story
 * Our Team
 * Our Services
   * Accounting and Business Services
   * Online Solutions
   * Financial Planning
   * Lending & Broking
 * Blog
 * Testimonials
 * SHB App

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Your success is our business.

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Creativity. Personality. Commitment.

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Large enough to meet all your financial needs. Small enough to know your name.

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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.

Learn more



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.

Learn more


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.

Learn more


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.

Learn more


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.

Learn more


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.

Find Out More


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
Simon Dawson
Financial Planner
Mark Bowles
Financial Planner
Tammie Wensley
Accountant
Jarrod McDonald
Accountant
Adam Lawson
Accountant
Felicity Delaney
Accountant
Darryl Gunther
Financial Planner
Jason Leddin
Financial Planner


GET IN TOUCH WITH YOUR LOCAL ACCOUNTANTS &
FINANCIAL PLANNING SPECIALISTS!

Contact Us

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
Trendset Kitchens and Joinery
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
Koolen Architecture
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
Norfolk Butchers
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
Warrnambool Gyprock
Jarrod always answers our queries with courtesy and clarity and gives invaluable
and comprehensive advice to assist our business.
Jane Holland
Warrnambool Mini Golf By The Sea

BLOG


RECENT NEWS

All News


3 FINANCIAL THINGS THAT WILL MAKE A HUGE DIFFERENCE IN YOUR FINANCIAL LIFE

10 August 2021 . 3 minutes read


MANAGING ON A LOW INCOME. MAKING EVERY DOLLAR COUNT WITH THE SHB WEALTH APP!

10 August 2021 . 5 minutes read


WHAT LOCKDOWN SUPPORT IS AVAILABLE TO VICTORIAN BUSINESSES? HERE’S WHAT WE KNOW
SO FAR.

10 August 2021 . 2 minutes read


LET US SHOW YOU HOW MUCH BETTER TOMORROW CAN BE.


MAKE AN APPOINTMENT WITH ONE OF OUR EXPERTS TODAY.

Book an
Appointment


SUBSCRIBE TO OUR NEWSLETTER!



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We are 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.

Contact Us

MENU

 * Home
 * Our Story
 * Our Team
 * News
 * Testimonials
 * SHB App

SERVICES

 * Accounting and Business Services
 * Online Solutions
 * Financial Planning
 * Lending & Broking
 * Pay Bill
 * Book Now

LEGAL

 * Privacy Policy

CONTACT

P.O. Box 495, 78 Henna Street,
Warrnambool, VIC

Tel     : (03) 55 618 618

Fax    : (03) 55 618 600

Email : office@shbbusiness.com.au

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