The origins of MWL Financial Group date back almost 25 years when the original Founders, with a combined 50 years’ Industry experience in both Corporate and Private Client Advice decided that there was a better way.
At the time, the Industry was based on a massive banking and union controlled financial services system that effectively managed & controlled the majority of people’s life savings. This structure had very little client communication, poor client service & completely product focused with little thought to overall strategy.
The alternative at that time was a financial planning and accounting industry that was fragmented into small suburban style businesses.
Individuals & clients could not get quality specialist advice from one firm, covering all areas including Accounting, Investment, Superannuation, Insurance or Lending. One team of specialist professionals in constant communication & working for the overall benefit of the client, rather than the banking, union dominated marketplace or fragmented separate small business style advisors.
The Founders started MW Planning in 2001, which grew to MW Group, then MW Lomax and now known as MWL Financial Group.
At MWL we have recognised that it is far more effective for clients if their Financial Planner, Accountant, Insurance Advisor, Finance Broker & Portfolio Manager work together to complement each other and provide the right advice to achieve our client’s goals and financial requirements.
We now add value to our clients by offering a complete financial package ensuring our clients are optimising their opportunities.
We brought these specialist advisors & businesses together, under the same roof – all working together for the benefit of clients. Together these specialists would provide a structure, a future plan, navigating all opportunities as well as all the traps nobody was explaining to them.
Originally based & established in Melbourne, over the years MWL established & acquired numerous Accounting, Financial Planning & Insurance practises & expanded into Sydney & Brisbane.
In 2016 U.S based firm Focus Financial Partners acquired a minority shareholding in MWL, with the majority shares still held by Key employees.
MWL continues to grow and expand throughout Australia with our mission to deliver our financial services message of total quality advice and management to help more and more people.
Organisations 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: