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.
Regarded by many as an Icon in the life insurance industry in Australia, Louis sold his business to MWL after 25 years of advising high net worth risk clients, while remaining as a significant shareholder and member of their management committee.
He continues to manage his loyal clientele to ensure the ultimate level of service and advice is maintained at all times, many of whom have become close friends and business associates.
His vast knowledge and understanding of the complexities of the industry and business insight ensure his guidance to his clients are always at the cutting edge of advice.
Greg joined the Sydney firm in the mid-1980s and became the CEO in 2007.
He grew the accounting practice until it became the largest sole practitioner firm in Australia and was featured for many years in the BRW Top 100 accounting firms.
Greg sold the firm to the MWL group in 2014 and stayed on as a senior consultant to clients in the Sydney practice until recently when he has returned as an executive advisor to the business concentrating mainly on the Sydney operation.
Greg is a Fellow of CPA Australia and of the Tax Institute of Australia. He is a registered tax agent, and until recently was a registered company auditor for more than 30 years. Greg also was a licenced financial advisor until passing the practice to the MWL group.
He began his career in government accounting and auditing and worked for the Department of Foreign affairs for some years in accounting roles overseas in Australian embassies.
After leaving the government Greg joined a large national accounting firm before joining the firm in Sydney which later become a major part of the MWL group.
Greg likes cycling and boating activities and enjoys watching sport.
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.
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.