SHB Business & Wealth Advisers

SHB Business & Wealth Advisers Welcome to SHB, your trusted partner in accounting and finance, right here in South West Victoria.

At SHB we are a team, we work closely together with each department to ensure our clients have access to professional advice on any financial or business topic. Our down to earth and practical approach is designed to provide you, your family and business with optimum financial wellbeing.

Social media has completely changed how we learn about money. From TikTok videos on budgeting hacks to Instagram posts a...
29/05/2026

Social media has completely changed how we learn about money. From TikTok videos on budgeting hacks to Instagram posts about crypto investments, financial advice is now just a scroll away. But how reliable is this advice?

The centerpiece of Tuesday night’s Federal Budget are proposals to limit capital gains tax (CGT) discounts and negative ...
12/05/2026

The centerpiece of Tuesday night’s Federal Budget are proposals to limit capital gains tax (CGT) discounts and negative gearing on property investments, and the introduction of a permanent $250 Working Australians Tax Offset (WATO) in a bid to improve housing affordability and “rebalance a system which is more generous to assets than it is to labour”.

This summary provides a high-level look at key measures in the Albanese Government’s fifth Budget and what they mean for you.

A summary of the 2026–27 Australian Federal Budget, highlighting some of the key measures and what they may mean for you.

The weeks leading up to 30 June can be one of the most valuable times of the year to review your finances. Small, well‑t...
05/05/2026

The weeks leading up to 30 June can be one of the most valuable times of the year to review your finances. Small, well‑timed decisions can potentially reduce tax and strengthen your long‑term retirement position.

Many EOFY strategies rely on timing , eligibility and fund processing deadlines. Waiting too long can limit your available options. A short conversation now can provide clarity, confidence and peace of mind heading into the new financial year.

Great financial advice isn’t just about money - it’s about confidence, clarity and peace of mind.➡️Emotional benefits
Ad...
12/03/2026

Great financial advice isn’t just about money - it’s about confidence, clarity and peace of mind.

➡️Emotional benefits
Advice helps people feel more secure and less stressed, with greater control and optimism about their future.

 ➡️Financial benefits
Clients feel more satisfied with their wealth, better prepared for the unexpected, and more confident in their decisions.
 
➡️Behavioural benefits
Advice supports the habits that matter - staying disciplined, saving consistently, budgeting well, and building buffers for life’s surprises.
 
If you’d like to explore how advice could support your financial journey, we’re here to help.

📧[email protected]
 
 
 
 
 
1 FAAA Value of Advice Consumer Research Report (2024)
2 Vanguard Emotional & Time Value of Advice Survey (2025)
3 How advisers can save clients from financial stress in 2025, FT Adviser

10/03/2026

Behind every business is someone who had an idea and decided to give it a go.

We’re proud to work alongside the people who build, grow and back themselves every day.

Here’s a sneak peek of a new campaign we’ve been working on, highlighting some of the incredible clients we’re lucky to work with every day.

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To mark International Women’s Day 2026, the Australian Government has published a range of practical tools and support o...
04/03/2026

To mark International Women’s Day 2026, the Australian Government has published a range of practical tools and support options for women in business.

If you’re a business owner, employer, or advisor, this page brings together funding opportunities, mentoring programs and workplace equality resources designed to support women across all stages of business.

Whether you’re a business owner, entrepreneur, employer or ally, there are fantastic resources available to support women’s success and help organisations foster truly inclusive environments.

18/02/2026

Looking for a breath of fresh air when it comes to your tax and accounting?

Look no further. Tammie is knowledgeable, personable, and brings real-world experience with a supportive, hands-on approach. Adored by her clients, she’s always happy to pick up the phone.

Want to learn more? Send us an email, DM us, or give the office a call.

14/02/2026

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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