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Client Stories & Testimonials

Real clients. Real outcomes.

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.

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The Situation
Chris and Kim, a couple in their forties with three children, had operated a successful business through a family trust for more than 10 years.

Although the business was performing well, their tax planning, lending, superannuation and family estate considerations were not supported by one coordinated strategy.

They wanted greater structure, reduced financial pressure and more confidence about their family’s future.

The Approach
Aintree Group Accounting, Aintree Group Legal and Aintree Group Wealth worked together to create a strategy covering both the family and the business.

This included implementing tax strategies six weeks before 30 June, refinancing the family home loan, increasing superannuation contributions and assisting their elderly father with estate planning.

The Outcome
The strategy delivered approximately $30,000 in tax savings, reduced debt costs, improved cash flow and strengthened the couple’s retirement position.

It also provided greater clarity across the family’s financial and estate planning.
Chris and Kim now feel more settled, supported and in control of their financial future.

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I cannot stress enough what a difference it has made to my business to move my accounting to Aintree Group.

A good part of my dramatic business growth can be attributed to the support and advice I receive from Aintree Group. 

Aintree Group is the sort of proactive, business-focused, entrepreneurial firm that I need working with me in order to create the sort of business I want.

I would sincerely recommend any business that is serious about achieving growth and profitability to talk to Aintree Group.
Angela V.Aintree Group Accounting Client

When Peace of Mind Became Measurable

Aintree Group Legal

After resolving a stressful legal dispute, one client even experienced a noticeable reduction in their resting heart rate, demonstrating the value of true peace of mind.

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The Situation
A client approached Aintree Group Legal during a period of significant stress involving an important and time-sensitive legal matter.

The uncertainty surrounding the dispute was affecting the client’s wellbeing and creating considerable emotional pressure.

The Approach
Aintree Group Legal acted promptly to manage the matter, guide the client through each stage and work towards a practical resolution.

Throughout the process, we kept the client informed and ensured the matter was handled with care, urgency and attention to the broader personal impact.

The Outcome
A deed was signed and a settlement of $280,000 was secured.

The client later shared Fitbit data showing a noticeable and sustained reduction in their resting heart rate following the resolution of the matter.

For the client, the outcome provided more than financial compensation. It reduced stress, restored confidence and allowed them to move forward.

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Aintree Group have been a significant contributor to our success. They have partnered with our company and business owners and have added significant value to our businesses.

Shane McKenna has taken the time to understand our company operations and objectives and share his business experience.

Moreover, the service is always attentive, accurate and personable, reflecting strong leadership and teamwork.
Greg D.Aintree Group Accounting & Legal Client

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.

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The Situation
Cam was the sole director of a trading business.

If Cam became ill or incapacitated, the company risked being unable to operate effectively. Bank accounts could be restricted, contracts could stall and employees and suppliers could remain unpaid.

A solution was required that protected business continuity while complying with the company’s legal and governance obligations.

The Approach
Aintree Group Legal and Aintree Group Accounting reviewed the company’s structure and identified the absence of an appropriate continuity arrangement.

We prepared a corporate power of attorney authorising a trusted person to act on behalf of the company if Cam was unable to do so.

Aintree Group Legal managed the process from drafting through to execution to ensure the document met the required legal and governance standards.

The Outcome
Cam now has greater confidence that the business can continue operating if unforeseen circumstances arise.

The arrangement reduces the risk of a governance gap and provides additional protection for employees, customers, suppliers and the broader operations of the company.

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Aintree Group are an accounting firm like no other, with personalities that make finance fun.

Whilst they are brilliant with figures, asset protection and business structures, they also understand there is more to business than cost-cutting, balance sheets and the bottom line.

I know my business is in good hands, yours should be too!
Brad D.Aintree Group Accounting, Legal & Wealth Client

Making an Overseas Inheritance Simpler

Aintree Group Legal

Legal and cultural understanding helped an Australian client navigate an inheritance involving assets and documents in Bulgaria.

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The Situation
A client approached Aintree Group Legal after learning that he was due to inherit assets in Bulgaria.

Living in Australia, he faced difficulty interpreting foreign legal documents and understanding an unfamiliar legal process. He specifically wanted support from a lawyer who spoke Bulgarian and understood the cultural context.

The Approach
Roberta, an Aintree Group Legal lawyer who is fluent in Bulgarian and experienced in cross-border matters, reviewed and explained the documents in clear, practical terms.

She combined legal research with cultural understanding, connected the client with a trusted lawyer in Bulgaria and liaised directly with that lawyer to maintain alignment across both jurisdictions.

The Outcome
The client gained a clear understanding of his inheritance, his legal position and the steps required to progress the matter.

He was able to move forward with confidence, supported by advisers who understood both the legal and cultural considerations involved.

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Thank you to Shane and the Aintree Group team for your guidance in our financial matters over the past five years. You are always only a phone call or email away.

You have supported me with advice in taxation, superannuation, asset protection and corporate compliance. The most important advice, however, has been around how to structure new ventures.

You are always ethical in your dealings and think about my interest in the longer term.
Dale C.Aintree Group Accounting & Legal Client

Making Retirement Savings Work Harder

Aintree Group Wealth and Aintree Group Legal

A structured superannuation and estate planning strategy transformed a large cash balance into a clearer retirement plan.

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The Situation
After selling an investment property, a client in her mid-fifties held a significant amount of surplus cash and wanted to generate approximately $90,000 per year in retirement income.

Much of her wealth remained outside superannuation, her retirement structure was not optimised and her estate planning had not been coordinated with her financial strategy.

She wanted to improve her long-term position without losing access to funds or financial flexibility.

The Approach
Aintree Group Wealth developed a staged superannuation contribution strategy supported by ongoing salary sacrifice.

We retained sufficient cash for the client’s short-term needs, maintained her existing insurance and ensured her investment approach remained aligned with her risk profile.

The client was also referred to Aintree Group Legal to update her Will, enduring power of attorney and superannuation death benefit arrangements.

The Outcome
Based on the modelling completed when the advice was provided, the strategy projected:

•  A $269,196 increase in net assets by 2039;
•  A $527,546 increase in superannuation by retirement; and
•  Age Pension eligibility for her spouse up to eight years earlier.

The client gained a clearer retirement strategy, improved the tax effectiveness of her financial position and addressed important estate planning gaps.

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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.
PipAintree Group Accounting Client

Clarity During a Difficult Family Transition 

Aintree Group Legal

Thoughtful legal guidance helped a family understand their options as they prepared for the possibility of aged care.

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The Situation
A client contacted Aintree Group Legal seeking reassurance about her elderly mother’s affairs as the family prepared for the possibility of aged care.

She was not confident that everything had been put in place legally and wanted clarity about the family’s position during an uncertain and emotional time.

The Approach
Aintree Group Legal took the time to understand the family’s circumstances, including their relationships, living arrangements and future needs.

We explained the available options, answered the client’s questions and provided practical guidance tailored to the family’s situation.

The Outcome
The client left the conversation feeling informed, reassured and confident about the next steps.

She later sent the team a handwritten thank-you note and left a five-star Google review, describing Aintree Group as ‘professional’, ‘kind’ and ‘thoughtful’.

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All the praise I could write about Aintree Group would still not be enough for me to say how truly wonderful this business has been.

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.
Sarahlouise Y.Aintree Group Accounting Client

Putting Surplus Income To Better Use

Aintree Group Wealth & Aintree Group Legal

A comprehensive financial strategy gave a young family a clearer purpose for its surplus income and long-term goals.

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The Situation
A self-employed couple in their early forties had two young children, a combined annual income of approximately $275,000 and a monthly cash surplus of around $5,000.

Despite their strong income, surplus funds were accumulating in an offset account without a defined strategy for debt reduction, investment or long-term wealth creation.

Their superannuation was held across several legacy funds, their insurance did not reflect their current needs and they had no estate planning in place.

The Approach
Aintree Group Wealth developed a comprehensive strategy covering superannuation consolidation, insurance, surplus cash allocation and retirement planning.

Given that one partner had previously lost a significant amount of superannuation following a fund collapse, the strategy placed particular emphasis on governance, transparency and risk management.

The couple was also supported to address gaps in their estate planning.

The Outcome
The couple’s surplus income is now being directed according to a clear and purposeful strategy.

They are working towards retirement at age 60, with one partner aiming for age 55, and an annual retirement income target of $72,000 plus $20,000 for travel.

Most importantly, they now have greater clarity and confidence about how their financial future is being built.

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My husband and I have been with Aintree Group since its inception. We remain glad to be part of this firm, because we trust it.

Shane has an encyclopaedic knowledge of accountancy and taxation matters. He applies this to all our financial queries and puts the answer within a strong ethical framework.

The firm now offers Legal services, Wealth Management and Financial services. To have them under one roof makes for ease, in time and effort, on our behalf.

One other aspect that we admire is that of social justice. Each year Aintree Group adopts a cause or group that is doing it tough, and organises help and donations in kind.

Altogether a very good firm to join. We recommend it, whole heartedly.
Freany V.Aintree Group Accounting & Legal Client
Phone Scam

Recovering from a Tax Scam

Aintree Group Accounting

Immediate support helped contain a tax identity scam, secure the client’s ATO account and prevent further loss.

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The Situation
Sal, a small business owner and financial services professional, received a fraudulent text message that appeared to have been sent by the ATO.

After clicking the link, Sal’s Tax File Number was compromised, their bank account details were changed in the ATO portal and a fraudulent tax return was lodged without their knowledge.

The Approach
Aintree Group Accounting immediately guided Sal through the steps required to secure their information, protect their ATO account and formally report the fraud.

We liaised directly with the ATO to ensure the fraudulent activity was recorded and the unauthorised return was identified and addressed.

The Outcome
The situation was contained quickly and further financial losses were prevented.

Sal was supported through an extremely stressful incident with clear guidance and practical assistance at every stage.

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This company is very professional and always helpful.
Reg & Susie H.Aintree Group Accounting Client

Privacy note: Names used in these client case studies are fictional and identifying details may be adjusted to protect client confidentiality.


When I think of Aintree Group the words ‘Trusted Advisor’ come to mind.

Over the years I have found them to be proactive and progressive while still maintaining a steadying conservatism that lets me sleep well at night.

They have understood my company and individual needs, and I am happy to say that I expect Shane and the crew to look after my family interests long, long into the future.

There is little I do in business where they would not be consulted.
Bill B.Aintree Group Accounting & Advisory Client

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.

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The Situation
Robin encountered a major issue during a property development project, resulting in a significant unpaid GST liability and mounting General Interest Charges from the ATO.

At the same time, an investment property had been assessed for land tax despite being partly leased to a not-for-profit organisation.

The client needed to manage immediate cash flow pressure while challenging tax and interest amounts that may not have been correctly applied.

The Approach
Together, Aintree Group Accounting and Aintree Group Legal negotiated a manageable payment arrangement with the ATO and prepared a detailed submission seeking remission of the accumulated interest.

We also reviewed the land tax assessment, prepared an objection using the relevant charitable exemption provisions and liaised with the State Revenue Office.

The Outcome
The client secured an $82,000 remission of ATO interest charges and a $350,000 land tax remission.

Together with other adjustments, Robin received approximately $450,000 in remissions within several months.

The outcome significantly reduced financial pressure and demonstrated the value of coordinated accounting and legal advice.

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Our experience at Aintree Group has been exceptional.

We have found Shane to be proactive and genuinely interested in our business and its performance. We are now looking into our personal finances to ensure we are appropriately positioned to both protect and grow our current financial position.

Aintree Group are a critical part of my advisory team and I’m very glad to have them on board!
Gene A.Aintree Group Accounting, Legal & Wealth Client

I honestly think I couldn’t be where I am right now without Aintree Group.

Just the mental load of you guys handling the finance side of it and the legal stuff has taken mountains of pressure from my shoulders.
Anujh K.Aintree Group Accounting & Legal Client

Financial Security When It Mattered Most

Aintree Group Wealth

The right insurance strategy provided financial security and independence for a wife after the unexpected loss of her husband.

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The Situation
A husband and wife had built a full and meaningful life together, but their focus on travel and shared experiences meant they had accumulated limited superannuation.

The wife had not worked for many years and held little financial security in her own name. If her husband died or became permanently disabled, she risked losing her financial independence and the lifestyle they had built together.

The Approach
Aintree Group Wealth completed a detailed needs analysis and identified a significant gap in the couple’s protection.

We recommended $1.2 million in Life and Total and Permanent Disability cover and undertook underwriting pre-assessments to identify a policy that balanced cost, quality and insurer strength.

When the husband was later diagnosed with an aggressive form of cancer, we immediately commenced the claim process, coordinated the required medical evidence and supported him while he was in hospital.

The Outcome
The Total and Permanent Disability claim was approved and paid in full shortly before the husband passed away.

The payment gave his wife financial security and allowed her to maintain her independence during an extremely difficult period.

Aintree Group Wealth has since supported her in managing the proceeds and building the retirement they had planned together, including continuing to travel as her husband had wanted.

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Five stars is not a sufficient rating for this fantastic firm.

As a small business owner it is imperative I have complete trust in advice provided to me by my accountant.
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.

I could not recommend them more highly.
David B. Aintree Group Accounting Client

A Commercial Outcome Without Burning Bridges

Aintree Group Legal

Strategic legal action helped a business recover its losses without unnecessarily damaging an important commercial relationship.

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The Situation
A business process outsourcing company approached Aintree Group Legal following an alleged breach of contract.

The client needed to recover its financial losses and protect the integrity of its commercial agreements, while preserving an important ongoing business relationship where possible.

The Approach
Aintree Group Legal acted promptly to obtain a court order and commence enforcement proceedings, placing the client in a strong negotiating position.

This approach applied the necessary legal and commercial pressure while maintaining a pathway towards a negotiated resolution.

The Outcome
The matter was resolved through a settlement that compensated the client for its losses, including its legal costs.

The client protected its financial position while preserving the commercial relationship, providing significant relief and confidence that its interests had been safeguarded.

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Aintree Group helped me with my mum’s estate last year. Sammi Wu was so professional and helpful. Her level of professionalism was next level, also kind and thoughtful. Highly recommended this group!
Petrina B.Aintree Group Legal Client

Protecting a Blended Family’s Generational Wealth

Aintree Group Accounting, Aintree Group Legal and Aintree Group Wealth

A coordinated asset protection, estate planning and superannuation strategy gave a blended family greater certainty about their future.

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The Situation
A married couple with a blended family and a successful business wanted to protect the wealth they had built and create greater certainty for the next generation.

With personal assets, business interests and complex family dynamics to consider, they needed a structure that would provide protection while remaining flexible enough to adapt over time.

The Approach
Aintree Group Accounting, Aintree Group Legal and Aintree Group Wealth worked together to understand the couple’s goals, family structure and long-term vision.

We designed a tailored asset protection, estate planning and superannuation strategy that aligned their personal and business interests.

We also coordinated with external lenders and advisers so each part of the strategy could be implemented cohesively.

The Outcome
The couple now has a coordinated structure designed to protect their assets, support their family and provide long-term financial security.

They shared that they were ‘extremely pleased with the outcome’ and appreciated the dedication, teamwork and care provided by the integrated Aintree Group team.

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My wife and I have enjoyed a professional relationship with Shane and Andrea McKenna since the inception of Aintree Group.

We have benefited greatly from the professional advice, care and wisdom, across the many vicissitudes of our business and personal financial lives.

We very much look forward to continuing the relationship in the future.
Paul & Chrissi H.Aintree Group Accounting, Legal & Wealth Client

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

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The Situation
Alex held a property in their personal name, leaving the asset exposed to risk and potential future tax liabilities.

The challenge was to move the property into a more appropriate structure without creating unnecessary tax or transaction costs.

The Approach
Aintree Group Accounting, Aintree Group Legal, Aintree Group Wealth and the Finance team worked together to design and implement a tailored restructure.

The strategy protected the asset, considered the tax implications of the transfer and aligned Alex’s estate planning and powers of attorney with the new ownership arrangements.

The Outcome
Alex’s property is now held in a structure designed to provide greater protection, and the strategy delivered approximately $50,000 in tax savings.

The integrated Aintree Group team coordinated the process from beginning to end, giving Alex a seamless experience and greater confidence in their broader financial position.

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James has given me advice ranging from superannuation matters to budgeting and managing debt. He always takes the time to explain the issues in detail and in an easily digestible manner.

He understands my psyche, what makes me tick and my relationship with money. I would have no hesitation on recommending James for his expert advice and experience.
MariaAintree Group Wealth Client

What Happens When Documents Disappear?

Aintree Group Legal

When an original property title could not be located, Aintree Group Legal managed the investigation and gave the family a clear path forward.

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The Situation
After an elderly client completed her estate planning, her family discovered that the law firm previously holding her original property title had closed without communicating where the document had been transferred.

The missing Certificate of Title created considerable stress and uncertainty for both the client and her daughter.

The Approach
Aintree Group Legal took ownership of the investigation, contacting the Victorian Legal Services Board and Commissioner and working with the successor law firm to trace the original title.

Once it was located, we explained where it was held, outlined the options for retrieving it and offered secure safe custody through Aintree Group Legal.

The Outcome
The family gained clarity about the location of the title and a practical plan for retrieving and securely storing it.

What began as a stressful and uncertain situation was resolved, giving the client and her daughter confidence and peace of mind.

The family later told us, ‘Thank you so much, you guys are amazing!’

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 I highly recommend Aintree Group if you are serious about getting the best possible financial outcome.

Shane and his team are knowledgeable, approachable and most importantly, proactive.

It is possible to love your accountant!
Jules P.Aintree Group Accounting Client

A Business Built to Continue

Aintree Group Wealth

A funded buy-sell arrangement protected a business, its surviving owners and the family of a deceased partner.

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The Situation
Three business partners were equal owners of a large and successful company.

They had not formalised what would happen if one partner died or could no longer continue in the business. Without a funded buy-sell arrangement, the surviving partners risked being unable to purchase the departing owner’s interest, while the family of that owner risked being left with an illiquid business asset.

The Approach
Aintree Group Wealth helped the partners establish an insurance-funded buy-sell strategy, including $6 million in Life Cover for each owner.

As all three partners were over 50 and two had pre-existing medical conditions, we conducted pre-assessments across several insurers before selecting the option that offered the most appropriate terms, pricing and policy quality.

We also worked closely with the partners’ lawyer and accountant to ensure the insurance arrangements aligned with the legal agreement.

The Outcome
When one of the partners later passed away, the insurance claim was paid in full without delay.

The payment allowed the surviving partners to retain control of the business, provided a timely and fair financial outcome for the deceased partner’s family and allowed the company to continue operating with minimal disruption.

The strategy worked as intended at a highly challenging time.

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Andrea, Shane, Teagan and every other member of the Aintree team have been a godsend for me.

When navigating finances, business, legal, the Aintree team have been nothing but supportive, excellent communicators and excellent in delivery of work.

Thank you for the support team – highly recommend (and already have to many).
Megan D.Aintree Group Accounting & Legal Client

Breathing Room When It Was Needed Most

Aintree Group Accounting

A structured payment arrangement and successful remission request reduced financial pressure while a client managed significant personal challenges.

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The Situation
Jo, a business owner and investor in their early fifties, was navigating a financial separation alongside ongoing health issues.
The resulting cash flow pressure contributed to the accumulation of a significant ATO debt.

Jo needed to manage the liability without creating further financial or personal strain and wanted to reduce the long-term impact of interest charges.

The Approach
Aintree Group Accounting negotiated a structured payment arrangement with the ATO that reflected Jo’s available cash flow and provided immediate breathing room.

After the debt had been repaid, we prepared a remission request seeking the return of the General Interest Charges accumulated during the payment period.

The Outcome
The ATO refunded $18,766.15 in interest charges.

The payment arrangement reduced pressure during a difficult period, while the remission improved Jo’s financial position after the debt was cleared.

Jo was able to focus on their health and recovery knowing that the ATO negotiations were being managed on their behalf.

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James has been our trusted adviser for many years now and he has been recommended and used by friends and family alike.

Would thoroughly recommend James to anyone, he has simple explanations of some complex financial products and his knowledge is second to none.
CraigAintree Group Wealth Client

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