Meet The Team
STEPHEN McHENRY C.A. B Com. - Partner
Stephen McHenry is the founding partner of McHenry Partners, which he established in 1995 with a passion to guide business owners through their financial journey.
Steve has a wealth of experience and the ability to combine a strategic and practical focus, enabling him to give clients the advice they need to continually improve their business and achieve their short and long-term goals. By working with Steve, you’ll learn not to just focus on the ‘now’, but also on your future.
“Improving clients’ business profitability is important but our overall service does not stop there. What our clients do with their retained profits is just as important as making the profits,” Steve says. “Having personal financial investment strategies to successfully invest part of the profits will ultimately help clients achieve their retirement aspirations.”
“We help our new clients realistically assess their future and often discover that many have a ‘retirement gap’, meaning their desired retirement age is not supported by their current financial plan. Helping clients understand their ‘retirement gap’ gives clients the motivation to focus more on investment strategies that will generate better wealth outcomes.”
Steve and his wife have four teenage children. Steve plays basketball with his eldest son and coaches his youngest son’s football and basketball teams.
Contact Stephen on (03) 5226 3555 or via firstname.lastname@example.org
CALLAN SHAKESPEARE CPA - Partner
Callan is a specialist business accountant who joined McHenry Partners in 2007 after previously working at Shakespeare & Associates.
With a Masters in Forensic Accounting, Callan is dedicated
to business accounting services such as business structuring, accounting, taxation, finance restructuring and asset protection.
“New clients come to us looking for solutions to their tax, management accounting, succession planning and cash flow problems, and we speak a language that our clients understand,” Callan says.
“We really help business owners understand their key financial information, support them to improve their results and help clients spend appropriate time working ON their business rather than working IN their business”.
Callan’s expertise in Xero cloud based on-line accounting software has led the way for McHenry Partners to successfully implement Xero for many of our clients. Xero makes ‘book keeping life’ easier for our clients and gives them the ability to real time financial information, enabling them to make timely and informed decisions about their business.
Callan is involved in community activities including treasurer of the Barwon Valley Ski club, supporting the Lorne Football Club and keeping fit by being heavily involved in Muay Thai.
Contact Callan on (03) 5226 3555 or via email@example.com
DARREN MINETT - Partner
Darren Minett’s technical expertise and comprehensive understanding of the tax system safe guards McHenry Partners clients from ATO scrutiny and ensures their tax liabilities are kept to a minimum.
Darren joined McHenry Partners in 2004 bringing with him specialist technical skills including tax planning, business structures, capital gains tax, Fringe Benefits Tax and GST. He is passionate about the success of his clients and his significant experience provides him with a deep understanding of the compliance and taxation needs of clients in all industries.
Darren and his wife have one child with another on the way. Darren runs the Melbourne and Gold Coast marathons each year, plays a mean game of squash, enjoys watching the Geelong Cats play on the weekends and is a cricket enthusiast in summer.
Contact Darren on (03) 5226 3555 or via firstname.lastname@example.org
SAM ADIGRATI – Financial Planning Partner
Sam Adigrati leads the Financial Planning services at McHenry Partners and boasts a long list of credentials gained from working in the industry for more than 16 years.
A specialist in Self-Managed Super Funds (SMSF), portfolio management, retirement planning and risk management, Sam offers a direct investment approach and fixed fee for service 'business model', which guarantees transparency and integrity when dealing with clients.
So you can be confident that Sam’s services are right for your situation, Sam offers a free initial consultation where he will assess whether McHenry Partners can genuinely assist you in building and protecting your investment and income streams.
When Sam's not making his homemade salami and playing indoor sports with his mates, he is listening to Frank Sinatra whilst entertaining his wife and two beautiful girls.
Contact Sam via email at email@example.com