McHenry Partners was formed in 1995 and has offices in Melbourne & Geelong. Our mission is to improve our client’s financial lives. We are passionate about helping our clients build their business profits and goodwill as well as their personal investment positions. Every client is valued and receives tailored services to their specific needs.
McHenry Partners services include Business Advice, Accounting & Taxation, Xero accounting support, bookkeeping and Financial Planning services. Each service is specific but can complement one another to provide a comprehensive solution to help you achieve business success and personal wealth.
Stephen McHenry is a founding partner of McHenry Partners. He has a wealth of knowledge and experience in business management to help clients build better businesses. Stephen has a passion to help business owners and individuals achieve their financial goals by facilitating practical and strategic solutions to generate better wealth outcomes.
Scott has worked in public practice for around 25 years and is a member of CPA Australia. Scott assists clients with their accounting and taxation requirements and provides additional consulting services, such as business succession planning, business restructuring and profit improvement strategies. Scott’s focus is to build strong relationships, always listening to clients to ascertain their needs before providing solid, practical advice and strategies in a timely manner.
Callan is a CPA with a masters degree in Forensic Accounting and has expertise in business restructuring, financial reporting and business consulting. Callan has an abundance of experience and knowledge with Xero accounting software and guides many clients in utilising Xero effectively.
McHenry Partners welcomed Darren in 2014 as a Partner. He has a wealth of technical expertise and a broad knowledge of the Australian Tax System. He protects clients from ATO scrutiny. He has a great skill set in the areas of business structures, GST, tax planning, capital gains tax and fringe benefits tax. His industry experience provides clients with an appropriate tax and compliance solution.
Sam is an expert in Self-Managed Super Funds, risk management, retirement planning and portfolio management. He has more than 17 years of experience in the financial industry and leads our financial planning sector. Sam offers solutions to protect and build your income and investment streams. He offers a direct investment approach and fixed fee for service ‘business model’, which guarantees clients get complete transparency and honesty.