SHB Business & Wealth Advisers - Warrnambool, Victoria

Introduction to SHB Business & Wealth Advisers

For businesses and individuals seeking comprehensive financial guidance and strategic support in Warrnambool, Victoria, SHB Business & Wealth Advisers stands as a trusted and established firm. Located at 78 Henna St, Warrnambool VIC 3280, Australia, SHB offers a wide range of services designed to manage and grow wealth, streamline finances, and ensure compliance with tax regulations. With a strong commitment to client satisfaction and a team of highly skilled professionals, SHB has earned a reputation for reliability and expertise.

Phone: 355618618

Website: shbbusiness.com.au

Services Offered: A Detailed Breakdown

SHB Business & Wealth Advisers provides a multifaceted approach to financial management, catering to diverse client needs. Their core competencies include:

• Tax Preparation Service: They offer expert tax preparation services, ensuring clients meet all obligations and maximizing potential deductions. This service covers individual and business tax returns, minimizing potential issues and maximizing tax efficiency.
• Accounting Firm: As a fully-fledged accounting firm, SHB provides a complete suite of accounting services, including bookkeeping, financial reporting, and cash flow management.
• Finance Broker: SHB acts as a finance broker, connecting clients with the most suitable loan options for their specific circumstances – whether it’s a mortgage, business loan, or personal loan.
• Financial Consultant: Their experienced financial consultants offer personalized advice on investment strategies, retirement planning, and wealth accumulation. They work closely with clients to understand their goals and create tailored plans.
• Mortgage Lender: SHB operates as a mortgage lender, simplifying the mortgage application process and securing competitive interest rates for their clients.
• Tax Consultant: Beyond basic tax preparation, SHB provides specialized tax consulting services, advising on complex tax issues and ensuring compliance with ever-changing tax laws.

Location and Accessibility

SHB Business & Wealth Advisers’ physical address is 78 Henna St, Warrnambool VIC 3280, Australia. The firm is committed to providing accessible services to all clients. Key accessibility features include:

• Wheelchair-Accessible Car Park: A dedicated car park is available for individuals with mobility impairments.
• Wheelchair-Accessible Entrance: The entrance to the building is fully wheelchair accessible.
• Wheelchair-Accessible Toilet: A wheelchair-accessible toilet is provided on-site.

Client Feedback and Reputation

SHB Business & Wealth Advisers consistently receives positive feedback from its clients. Currently, the company boasts 8 reviews on Google My Business, with an average rating of 5/5. This demonstrates a strong commitment to client satisfaction and highlights the quality of their services. Clients frequently praise the firm's professionalism, expertise, and personalized approach.

Here's a summary of common themes from the reviews:

• Exceptional Service: Clients consistently commend the friendly and knowledgeable staff.
• Expert Advice: Many reviewers highlight the insightful and strategic financial advice provided.
• Reliable and Trustworthy: The firm’s reputation for integrity and reliability is frequently mentioned.

Online Appointments: SHB recognizes the demands of modern life and offers convenient online appointments, allowing clients to schedule consultations from the comfort of their homes.

On-Site Services: For those who prefer face-to-face consultations, SHB provides comprehensive on-site services, ensuring a seamless and productive experience.

Recommendations: The firm strongly recommends scheduling an appointment in advance to ensure availability and to allow sufficient time for a thorough consultation.

Conclusion

In conclusion, SHB Business & Wealth Advisers represents a valuable resource for businesses and individuals seeking expert financial advice and support in Warrnambool. Their diverse range of services, combined with their commitment to accessibility and client satisfaction, positions them as a leading provider in the region. With a proven track record and a dedication to building long-term relationships, SHB is well-equipped to help clients achieve their financial goals.

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👍 Reviews of SHB Business & Wealth Advisers

Sam M.

5/5

I recently had the pleasure of working with Jarrod as my tax agent, and I couldn't be more satisfied with the experience. From the outset, Jarrod was generous with his time, ensuring that all my questions and concerns were thoroughly addressed. He was incredibly patient throughout the entire process, making sure I fully understood every step.

What truly sets Jarrod apart is the exceptional advice he provides. His in-depth knowledge and expertise allowed me to navigate some complex tax situations with ease, and I felt confident in the decisions we made together. Additionally, his services are truly value for money. The peace of mind and financial benefits I've gained far outweigh the cost.

If you're looking for a tax agent who combines expertise with a personal touch, I highly recommend Jarrod.

Kaaren D.

5/5

Excellent service. Always there to answer any questions I have and genuinely seem to care. Thanks Tammy fornall your help.

Vanessa S.

5/5

The service and support I have here is the best. Also a big thankyou to Brendan. The knowledge, followup, quartley reporting, our superfund -couldnt recommend enough.

Wayne R.

5/5

Who wouldn't like Jarrod! He is always kind and respectful to us in our dealings with SHB.

Dominique F.

5/5

All the staff are very professional and friendly! Been with them for 20+ years and have always been treated well! Thanks SHB team!

Ajay N.

5/5

Been associated with Simon at SHB for 20 years. Dependable, honest.

Daniel T.

5/5

Always a pleasure doing business with them

Stephen B.

5/5

Always responsive and professional