“We have been utilising McHenry Partners services for 15 years. They encourage us with initiatives that we could benefit from, promptly respond to our requests and always try to minimize our taxes in appropriate ways. McHenry Partners have been a great sounding board for any business or investment matters we would like to discuss. Their client social events are pretty good fun! We would highly recommend their services.”

“We had only been in business for 18 months and growing at a quick rate but felt we needed a mentor or coach to provide more guidance to address the ‘growing pains’ we were experiencing. Our existing accountant had prioritized a compliance focus. By moving across to McHenry Partners they were able to point out improvements to our credit policies, train us on a better financial management system and guide us on the working capital we required to support our growing business. Also introducing us to their associates to help us in areas of expertise, such as asset finance.

I am feeling more in control now and confident we can sustain our growth to achieve even better financial returns.”

www.surfcoastcabinets.com.au

“McHenry Partners have been our Accountants for many years and we have always found them to be professional and very supportive. When I retired from the business they were able to assist with the sale of my shares to the remaining partner and my transition from the business. Their Financial Planning services were able to set up my Self Managed Super Fund and help me manage my investments which I am very happy with. I have even appointed Steve McHenry as my back up Power of Attorney given the trust and confidence I have.”

“Computers and accounting I have never been fond of. In the past I used Excel spreadsheets to keep track of income and expenses, word to prepare my invoices and MYOB to manage my payroll. McHenry Partners demonstrated the benefits of Xero and convinced me to transfer to Xero and the only regret is that I didn’t do this sooner. Now my accountant can log into the file and assist with any of my queries. My payroll and superannuation are also simplified with Xero. McHenry Partners have helped guide me with my personal investments and to get better finance arrangements.”

www.allwrightplastering.com.au

I first met with Will from Vostro Private Wealth to consolidate our personnel insurance. Will was very helpful, understood our position & organised to oversee our policies. Shortly after I needed to make a claim and through Will and Kylie the process was made easy and our claim processed promptly.

Will is now providing financial planning for our Self Managed Super Fund. He has implemented a plan we are comfortable with and look forward to working with him in the future to assist our transition into retirement.

We have been conducting business with McHenry Partners for 14 years, firstly just for taxation purposes but also financial planning and retirement strategies.

Sam Adigrati from Vostro Private Wealth has been very supportive of our financial investment matters. When there is any information we require about our financial affairs, having both Vostro Private Wealth and McHenry Partners, we know we have the best of both worlds and complete peace of mind that they have our affairs in order.

Both businesses are very helpful, friendly, informative and cooperative.