SHB Wealth Advisers

SHB Wealth Advisers Financial Solutions in Warrnambool. Investment, Retirement Planning, Superannuation, Wealth Protection and more.

Real People, Real Value, Real Partners in wealth creation. At SHB Wealth Advisers our experienced team of Financial Planners will work with you to achieve the best possible result. So to protect and grow your assets, improve business profitability, structure finances and plan for a more comfortable retirement, call SHB Wealth Advisers today and see how much better tomorrow can be. SHB Nominees Pty

Ltd trading as SHB Wealth Advisers and its advisers are authorised representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357 306

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

29/06/2022

As the end of financial year approaches, we wanted to thank our wonderful clients for allowing us to be part of their journey over the past 12 months.

We also wanted to let you know that our office will be closed from 4pm on the 30th of June until 8.30am on Monday the 4th of July.

We wanted to take this opportunity to give back and offer our internal team at SHB a little extra time to spend with their families and support their physical and mental wellbeing. We know our clients will understand, respect and support this important initiative.

15/06/2022
Australia’s peak body for innovation technology has called for a digital economy minister to be appointed within the Lab...
30/05/2022

Australia’s peak body for innovation technology has called for a digital economy minister to be appointed within the Labor cabinet to urgently fix the crippling skills shortage.

“Our sector could easily employ 1.5 million Australians in the next few years if the government addresses our skills shortage and supports the sector,” Australian Information Industry Association (AIIA) CEO Ron Gauci said.

The proposed role would oversee policy and regulation of the tech sector, promote new training and education, and make Australia a leading digital government so the nation can achieve top 10 digital economy status by 2030.

Australia’s peak body for innovation technology has called for a digital economy minister to be appointed within the Labor cabinet to urgently fix the crippling skills shortage. “Our sector could easily employ 1.5 million Australians in the next few years if the government addresses our skills s...

29/05/2022

Regular readers of this blog will be familiar with the Retirement Standard released by the Association of Superannuation Funds of Australia (ASFA) each quarter. The Retirement Standard provides a detailed budget of the estimated minimum living cost to support a comfortable and a modest lifestyle for...

A federal government with more ambition on energy and climate policy has lifted Australia out of the naughty corner for ...
26/05/2022

A federal government with more ambition on energy and climate policy has lifted Australia out of the naughty corner for global capital.

“This is now a very significant market opportunity by global standards,” leading renewable energy investor David Scaysbrook said on Tuesday.

A federal government with more ambition on energy and climate policy has lifted Australia out of the naughty corner for global capital. “This is now a very significant market opportunity by global standards, ” leading renewable energy investor David Scaysbrook said on Tuesday. “What’s attrac...

Regular readers of this blog will be familiar with the Retirement Standard released by the Association of Superannuation...
06/05/2022

Regular readers of this blog will be familiar with the Retirement Standard released by the Association of Superannuation Funds of Australia (ASFA) each quarter.

The Retirement Standard provides a detailed budget of the estimated minimum living cost to support a comfortable and a modest lifestyle for both a single person and a couple aged around 67. Additional estimates are provided for people aged 85+.

The Standard was first published in 2004.

The figures for December 2021 have just been released and they show an increase in living costs.

Call our office today and put yourself in control of your future.
You are never too young to start planning for your retirement.

Regular readers of this blog will be familiar with the Retirement Standard released by the Association of Superannuation Funds of Australia (ASFA) each quarter. The Retirement Standard provides a detailed budget of the estimated minimum living cost to support a comfortable and a modest lifestyle for...

29/04/2022

The NDIS has now rolled out across all parts of Australia. Over 490,000 participants are receiving funds as part of their NDIS plans to spend on disability supports and services. This has created many opportunities for new and existing businesses to expand into the disability industry. We have found...

Trauma insurance, also called ‘critical illness’ or ‘recovery insurance’ pays a lump sum amount if you suffer a critical...
06/04/2022

Trauma insurance, also called ‘critical illness’ or ‘recovery insurance’ pays a lump sum amount if you suffer a critical illness or serious injury. This includes cancer, a heart condition, major head injury or stroke. Trauma insurance does not cover mental health conditions.

What’s covered under a trauma insurance policy and medical definitions can be different between insurers. To understand what’s covered under a trauma insurance policy, read the product disclosure statement (PDS).

What trauma insurance covers Trauma insurance, also called ‘critical illness’ or ‘recovery insurance’ pays a lump sum amount if you suffer a critical illness or serious injury. This includes cancer, a heart condition, major head injury or stroke. Trauma insurance does not cover mental health...

17/03/2022

If there’s one thing the COVID-19 pandemic has shown us, it’s that the unexpected can happen at any time. And, while there are many things in life you can’t control, you can make sure you have enough funds put aside to help you get by. Here’s how to build your emergency savings, even on a bu...

Address

78 Henna Street
Warrnambool, VIC
3280

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+61355618618

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