We make your money work harder,
so you don’t have to!
THE ORIGINS OF MWL FINANCIAL GROUP DATE BACK TO 2001 WHEN NICHOLAS AND JON, WITH A COMBINED 30 YEARS OF BOTH CORPORATE AND PRIVATE FINANCIAL SERVICES INDUSTRY EXPERIENCE, DECIDED THERE HAS TO BE A BETTER WAY.
What they were faced with was a massive banking and union controlled financial services system that effectively managed the majority of people’s life savings. Nicholas and Jon saw this structure had very little client communication or service and as it is today completely product focused with little thought to strategy. The alternative was a financial planning and accounting industry that was fragmented into small suburban style businesses.
The question they asked themselves at the time was why can’t a person go and get quality specialist advice on Accounting, Investment, Superannuation, Insurance or Lending in the one spot without having to find a number of separate small business style advisors.
Nicholas and Jon started MW planning in 2001, which grew to MW Group, then MW Lomax and now known as MWL Financial Group. Their answer was to bring these small businesses together – the accounting firm, the financial planner and the mortgage broker – to work under the same roof for the benefit of the client. To provide a structure, a plan for the future and to help them navigate through all the traps nobody was explaining to them.
As MWL continues to grow and expand throughout Australia our vision is to deliver our financial services message of total quality advice and management to help more and more people.
“We add value to our clients by offering a complete financial package ensuring our clients are optimising their opportunities.”
Meet Our Executive Team
Nicholas, a former State Manager for Norwich Union, commenced in the industry in 1987 in senior management roles including AIG Australia. He is a founding partner and is responsible for the Group’s distribution channels.
His corporate background and industry relationships enables the company to provide expert advice and resources to all our clients.
Jon commenced in the Financial Services Industry in 1992 and has extensive experience across Financial Planning and Accounting sectors. His diverse background extends from Corporate Management roles within public companies to establishing start up businesses. Jon is a Founding Partner of MWL Financial Group and heads up Operations, Strategy, Mergers and Acquisitions.
Louie began his career in Accounting & Taxation in 1995, previous to MWL Financial Group he ran his own firm for close to 10 years and was involved at a partner level for 5 years prior to that.
He specialises in Business Services, Restructures and Tax Planning and works closely with clients to achieve their business goals. Louie, joined the group in 2013 and has headed up the Melbourne Division of the company’s Accountancy Operation.
A Chartered Accountant and member of the Institute of Chartered Accountants, Fiona commenced her career in the financial services industry in 1986 in the Accounting sector. Her experience includes senior Accounting roles specialising in Business Services. Fiona joined the Group in 2011.
Maree has been providing strategic planning advice to medical and other clients for nearly 30 years. The level of advice provided to clients covers high level accounting and taxation, encompassing all aspects of superannuation including self managed superannuation funds, medical practice companies and family trusts.
As a founding Director Dominic has extensive experience in successfully advising clients to navigate the different stages of their financial lives. Dominic’s special area of practice today focuses on retirement funding and associated investments, tax and superannuation considerations.
MWL Financial Group and Westwood joined forced in March 2016. This strategic transaction clearly illustrates MWL’s expansion throughout Australia and its intention to create a National brand.
Westwood founders Dominic Cronk, Brendon Alford, Peter Rowsell and Rebecca Stacey established the firm in 2000. The team aims to provide comprehensive wealth solutions to owners of small and medium sized businesses, executives and professionals.
In 2016, we joined Focus Financial Partners, a leading partnership of wealth management firms. Together with Focus’ network of partners, we share a belief in providing professional advice and remaining passionate about our purpose. Focus enriches MWL Financial Group with strategic support by:
“With our experience and knowledge you can be in the driving seat of a very successful future.”
Organisation we support
MWL clients and staff believe it is important to give back to the community and sporting
organisations through charitable donations and sponsorships. In recent years we have supported:
Take Action Today!
Make a free appointment to discuss your finances with one of our advisors.