What We Do

We help successful people make smart decisions about their money – so you can get the most out of life.

We do this by using wealth creation and retirement planning strategies which increase income, decrease expenses, reduce taxation liabilities, protect assets and ensure security in any catastrophe. Our goal is to build and protect your wealth through financial services such as…

Financial Health Check

A Financial Health Check is a one-hour consultation with our experts, to discuss the financial health of your business, or personal finances. This helps you set and achieve goals, create intentional strategies, identify risks and see new opportunities for growth.

We’ll ask you some questions ahead of time, so we can hit the ground running in the meeting. Click here to find out more and register for your Financial Health Check!

Financial Planning

Financial Planning is a holistic approach to building your long-term wealth and security. You bring the vision, and we provide you with a strategy to best support your financial goals, retirement plans and lifestyle.

We can assist with a wide range of services including wealth accumulation and preservation, budgeting and cash flow management, debt management, investing, tax planning, strategic business planning and financial goal setting.

Investment Advice

When it comes to your passive income – work smarter, not harder. We ensure your portfolio suits your short-term and long-term financial goals, and can adjust accordingly as your goals and needs change. We offer a range of investment opportunities and strategies – and also take care of all the tax and compliance on your behalf.

Superannuation

Superannuation is all about providing a financial safety net for you and your family, so you can get the most out of your retirement. We have extensive experience with Self-Managed Super Funds (SMSFs) and Trusts. Our team can optimise your existing superannuation strategy, or establish a new fund that better suits your lifestyle and retirement goals.

We also work closely with the team at Aintree Group Chartered Accountants to ensure you get the best tax outcomes for your fund.

Retirement Planning

We believe it’s never too early to start planning for retirement – in fact, the earlier you start considering how you want your retirement journey to look, the more likely you’ll succeed at achieving that vision.

The team at Aintree Group Wealth will help you build your dream retirement using a range of strategies including superannuation management (self-managed or otherwise), investment advice, succession planning and utilising tax effective structures.

Succession Planning

Business partnerships can sometimes fall apart, and if things get messy it can result in broken relationships, expensive legal fees, disruption to the business and severely diminished returns.

With our succession planning services, you can plan ahead to create a clear, straightforward and legally binding succession plan that you can follow when your business ownership changes in anyway.

We will ensure you have strong agreements in place, be that a partnership agreement, a shareholder agreement or a unit holders’ agreement.

Estate Planning

It is always in the best interests of you and your loved ones to make thorough legal preparations and keep your Estate Plan up to date and legally binding as your life circumstances change. We can show you different ways to maximise your estate by minimising taxes and hidden expenses.

We work closely with the team at Aintree Group Legal, so you don’t have to manage jumping between multiple advisors – we can take care of everything in-house!

Insurance

Financial planning is designed to protect you and your family, and that involves making sure your loved ones have the financial and legal support they need in the event that something happens to you. We can help guide you through the process of setting up insurance protections for your family, so they don’t have any added stress if something were to happen to you.

This can include setting up income protection, total life insurance, permanent disability insurance and trauma insurance.

Lending, Finance & Mortgage Broking

We have an entire business unit dedicated to helping you make the purchases that matter most.

Aintree Group Finance can assist with personal and commercial loans, mortgage broking, investment loans, conveyancing. Our finance team has you covered from buying your first car, to finding your dream family home, to securing an investment property, to taking that next big step in growing your business.

Everyone’s circumstances are unique, and we’ll make sure to find the right lender for you and your needs.

You’ll find we do things differently to other advisory firms.

You won’t see us swanning around the office in expensive suits – we don’t even wear ties!  You’re more likely to find us with our sleeves rolled up talking to clients. Some of us aren’t even in the office, because we come to you, so we can really understand your business!

In fact, we go out of our way to educate you on business matters so you understand the “why” behind all our recommendations. We don’t try to pull the wool over your eyes with fancy terminology.  We offer practical, actionable advice in language you can understand. That way you become pretty financially savvy yourself!

Our pricing structure means that you won’t see anyone watching the clock.  You can call as often as you like and stay until we’ve answered all your questions. That means you can be confident that the advice we give you is right for you – not for our hip pocket.

We’re a friendly, lively, interactive team and we know what we’re talking about.

We’d love to meet you! So contact us to make an appointment either in our Camberwell office or at your place.

Get Started Today

The best way to get started is by booking a free Financial Health Check, where you can discuss your needs and goals with our experts.