SHB Business & Wealth Advisers

Tax Preparation · Warrnambool
Open · closes 5:30pm★ 5.0

About

SHB Business & Wealth Advisers is an established accounting and finance practice based in South West Victoria, with a history stretching back nearly 35 years in Warrnambool. The team brings together seasoned partners and energetic professionals, blending deep local knowledge with up-to-date expertise in legislation and technology. Clients range from individuals to businesses of all sizes, and the approach is always practical, down to earth, and tailored to each situation.

Whether you need help navigating tax time, planning for the future, or sorting out finance for your next big step, SHB makes it easier to get things sorted. Their team of accountants, financial planners, and lending specialists work together under one roof, so you get clear advice and support without the runaround. It’s the kind of place where clients are known by name, and long-term relationships are valued.

What SHB Business & Wealth Advisers offers

  • Accounting and business advisory
  • Taxation services and compliance
  • Small business advice and support
  • Cloud accounting setup and training (MYOB and Xero certified)
  • Financial planning and wealth management
  • Lending and broking for property, vehicles, and equipment
  • Online business solutions

What people say

5.0out of 5

Clients love SHB Business & Wealth Advisers for their professional, friendly service and genuine care. Reviews highlight responsive communication, clear answers to questions and strong value for money that brings peace of mind. Many are long-term clients, praising the team as dependable and honest.

People call out tax agent services and advice, help navigating complex tax situations, quarterly reporting and support with super funds. Several reviewers mentioned Jarrod for his patience, clear explanations and respectful approach, making the whole process easy.

Why choose them

  • Locally owned and operated in Warrnambool
  • Team includes experienced accountants and financial planners
  • Personalised, collaborative approach for individuals and businesses
  • Certified partners for MYOB and Xero cloud accounting
  • Handles ATO and Centrelink correspondence for clients
  • Flexible online solutions for remote access and support

More tax services nearby

Contact

Address
78 Henna St, Warrnambool VIC 3280

Hours

  • Monday8:30am – 5:30pm
  • Tuesday8:30am – 5:30pm
  • Wednesday8:30am – 5:30pm
  • Thursday8:30am – 5:30pm
  • Friday (today)8:30am – 5:30pm
  • SaturdayClosed
  • SundayClosed

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SHB Business & Wealth Advisers - Warrnambool Tax Preparation | WesternVIC