Aintree Group

Business Details

21 Years

experience

Integrated Professional Services for Business & Personal Success

Aintree Group is a multidisciplinary professional services firm established in 2005, offering integrated accounting, legal, wealth management, finance, and business advisory services. Our team of Chartered Accountants, legal professionals, and financial planners specialise in providing tailored solutions for businesses, trusts, and high-net-worth individuals. With over 30 years of combined experience, we focus on strategic business growth, tax optimisation, and asset protection while maintaining a client-centric approach.

Our collaborative model ensures seamless coordination between specialist teams to deliver comprehensive outcomes. We prioritise long-term partnerships, offering C-Suite advisory services and succession planning for family-owned businesses. Our commitment to community stewardship is demonstrated through custodianship of client documents from AMS Ivanhoe Lawyers. We operate from Hawthorn East, Victoria, serving clients across Australia with a focus on Victorian business owners and professionals.

Services

Accounting Services Legal Advisory Wealth Management Business Consulting Finance Solutions Tax Planning Estate Planning C-Suite Advisory Asset Protection Succession Planning

Details

Year established: 2005

Highlights and features

We offer integrated accounting, legal, and wealth management services under one roof
Our team includes Chartered Accountants with over 30 years of industry experience
We implement tailored tax strategies for complex corporate structures
Our C-Suite advisory services provide executive expertise on demand
We maintain a client-centric approach with personalised service delivery

Associations and certifications

Chartered Accountants Australia and New Zealand

What people say

Trusted advisors Exceptional service Integrated solutions Expert knowledge Personalised approach

Website

Update Listing

Services

Accounting Services

Comprehensive accounting and tax services for businesses, trusts, and self-managed super funds. Our Chartered Accountants specialise in complex corporate tax planning, business structuring, and compliance management. We deliver strategic financial reporting and payroll services while maintaining strict adherence to Australian tax regulations and statutory requirements.

Legal Advisory

Specialised legal services covering wills, estate planning, commercial contracts, and property law. Our legal team provides expert guidance on business transactions, intellectual property protection, and dispute resolution. We focus on safeguarding client assets and ensuring compliance with Australian legal frameworks.

Wealth Management

Holistic wealth management solutions including investment advice, retirement planning, and superannuation strategies. We help clients build and protect their financial future through tailored investment portfolios and risk management solutions while maintaining compliance with financial services regulations.

Business Consulting

Custom business consulting services for growth-oriented enterprises. Our experts provide strategic planning, KPI benchmarking, and succession planning services. We specialise in helping family-owned businesses navigate complex corporate structures and implement effective growth strategies.

C-Suite Advisory

Outsourced executive services including CFO, CEO, and COO advisory. We provide experienced leadership support for SMEs through flexible engagement models. Our C-Suite consultants deliver strategic decision-making expertise without the overhead of full-time executive positions.

People

Shane McKenna

Managing Director

Chartered Accountant with 30+ years' experience advising business owners. Co-founder of Aintree Group, specialising in mergers and acquisitions, international tax, and strategic business growth. Active in local committees and professional development.

Andrea McKenna

Chief Executive Officer

Marketing strategist with extensive business advisory experience. Focuses on small business solutions and community organisations. Serves on multiple advisory boards and advocates for arts industry standards improvement.

Paul Martin

Accounting Principal

Tax advisor with 36 years' experience, specialising in construction, property development, and family businesses. Former practice owner with expertise in strategic business consulting and community financial education.

Peter Gandolfo

Legal Director

Solicitor with 40+ years' commercial law experience. Former Law Institute of Victoria president, specialising in practical legal solutions for business and personal matters. Active in local legal associations.

James Stephen

Wealth Director

Financial planner with 22 years' experience advising entrepreneurs. Focuses on business growth strategies and retirement planning. Prioritises client-centric wealth protection and investment management solutions.

Questions

What does 'integrated professional services' mean?

We combine accounting, legal, wealth management, and business advisory services under one roof, with coordinated expert teams collaborating to deliver comprehensive client solutions.

How do I become an Aintree Group client?

Complete our online 'Getting to Know You' form or contact us directly to discuss your needs and schedule an initial consultation with our expert team.

What are your office hours?

Our Hawthorn East office operates Monday-Friday 9:00am-5:00pm, with after-hours appointments available upon request.

Do you work with non-Australian businesses?

While based in Australia, our team has international experience and can advise on cross-border tax and business structuring matters.

What experience do you have with family businesses?

We specialise in family business advisory, with decades of combined experience helping multi-generational businesses with succession planning and tax optimisation.

How do you handle client document security?

We maintain secure document storage systems and follow strict confidentiality protocols, including custodianship of sensitive legal documents for former AMS Ivanhoe clients.

Reviews (4)

Write a Review

S. L. Younger

Sep 07, 2021 Report

All the praise I could write about Aintree would still not be enough for me to say how truly wonderful this business has been. Aintree Grp approached my company (Salty Theatre) in 2020 wanting to help Artists and provide their services and knowledge pro-bono....it was a literal GODSEND. In the short time Aintree has been on board with Salty Theatre they have transitioned us from a partnership into a company and have guided us every step of the way as we work to achieve our business goals. They are efficient, intelligent, empathic and listen to their clients. 10 out of 10, I recommend them to everyone

David B.

Dec 08, 2020 Report

As a small business owner it is imperative I have complete trust in advice provided to me by my accountant ... five stars is not a sufficient google rating for this fantastic firm. I am not sure there is an accounting firm in the marketplace that comes close to the Aintree Group, their knowledge and service are such that many companies could benefit from trying to replicate it.
Aintree Group have the most wonderful staff, from Shane and Andrea, through to everyone who is a part of the Aintree team. I could not recommend them more highly.
David Barbey
Director
Southern Star Coaches

Pip Lincolne

Sep 29, 2019 Report

After my relationship breakdown and lots of other/related trauma Aintree Group helped me sort my money out. They were so efficient and sensitive and got me back on track financially, which was what I needed most at a difficult time.

Jules Pidgeon

Sep 29, 2019 Report

I highly recommend Aintree Group if you are serious about getting the best possible financial outcome. Shane and his team and knowledgeable, approachable and most importantly, proactive. I've known them over 12 years and they have only gotten better. It IS possible to love your accountant!