Integrated Professional Services

What does Integrated Professional Services mean?

Connected Expertise. Collaborative Advice.

At Aintree Group, we believe the best advice comes from looking at the bigger picture.

Our integrated professional services model brings together specialists across tax, legal, wealth and business advisory services. Rather than working in isolation, our experts collaborate to ensure every piece of advice considers your broader goals, circumstances and opportunities. The result is more strategic, informed advice and better outcomes.

This means you don’t have to coordinate multiple advisors, repeat the same information, or worry about important details being overlooked. We connect the dots across your business, wealth, tax and legal affairs, so you can focus on what matters most.

Whether you’re growing a business, planning for retirement, protecting your family, or building long-term wealth, you can access the expertise you need through a connected team that understands the complete picture.

Each area of Aintree Group is led by highly experienced professionals in their field, giving you confidence that every aspect of your affairs is being looked after by the right expert, while benefiting from the collective knowledge of the wider team.

In simple terms, integrated professional services means connected expertise, collaborative advice, and greater peace of mind.

James Stephen (Wealth Director), Nada Fazli (Accounting Director), Peter Gandolfo (Legal Director), Andrea McKenna (CEO), Shane McKenna (Managing Director)

What are the benefits of integrated professional services?

Integrated professional services provides a more connected and strategic approach to managing your business, wealth, tax affairs and family matters.

Instead of engaging multiple providers who operate independently, you gain access to a team of specialists who can collaborate when needed and work towards the goals that matter most to you.

Some of the key benefits include:
• One trusted relationship across multiple professional disciplines
• Less time coordinating between advisors
• More informed advice based on a complete understanding of your circumstances
• Greater visibility across your business, tax, wealth and legal matters
• Reduced risk of opportunities being missed or advice conflicting between providers
• Confidence that your advisors are working together to achieve the best possible outcome

Because our specialists can draw on a broader understanding of your situation, advice is often more proactive, strategic and tailored to your long-term goals.

If I engage one business unit of Aintree Group, does that mean I must switch all my professional services across too?

Not at all. You are free to engage as many or as few Aintree Group services as you choose. Some clients work with us across accounting, wealth advisory and legal services, while others engage us for a single area of expertise.

If you already have trusted professional advisors in place, we’re happy to work alongside them where appropriate. Our priority is helping you achieve the best outcome, whether that’s through our integrated team or in collaboration with your existing advisors.

Will my data be shared between different Aintree Group business units?

No. Your information will only be shared with another Aintree Group specialist if you provide consent for that information to be shared.

There may be situations where one of our advisors believes another specialist within Aintree Group could provide valuable input. In these cases, we will always discuss this with you first and seek your permission before sharing any information.

Protecting your privacy is important to us, and all information is handled in accordance with our Privacy Policy.

Accounting & Tax Services

To help you structure your business and assets for success.

Legal Services

To help you protect what you’ve worked so hard to build.

Wealth Services

To help you invest in the future while still living for today.

Business Advisory Services

To help you get the best out of your business from start-up to succession.

Our Integrated Approach In Action

Every client has a different story, but they all share one thing in common: they wanted greater confidence about the future. Explore how our integrated team has helped clients protect what matters, overcome complex challenges and sleep well at night.

Creating Clarity and Confidence for a Growing Family

Aintree Group Accounting, Aintree Group Legal & Aintree Group Wealth

By bringing together accounting, legal and wealth expertise, we helped a growing family create a coordinated plan for long-term financial confidence, starting with $30,000 in tax savings.

A Smarter Structure for Long-Term Wealth

Aintree Group Accounting, Aintree Group Legal and Aintree Group Wealth

An integrated property strategy helped a client achieve a $50,000 tax saving while strengthening their long-term wealth position

What Happens If The Sole Director Can’t Act?

Aintree Group Legal and Aintree Group Accounting

A corporate power of attorney helped safeguard business continuity if a sole director could no longer act.

Turning Complex Tax Problems Into Significant Savings

Aintree Group Accounting & Aintree Group Legal

Through strategic advocacy and negotiation, our team secured more than $450,000 in tax and interest remissions for a client facing significant ATO liabilities.

Like the sound of what we do?

Find out how truly integrated professional services can help you simplify success and sleep well at night.

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