We make your money work harder,
so you don’t have to!
THE ORIGINS OF MWL FINANCIAL GROUP DATE BACK ALMOST 25 YEARS WHEN THE FOUNDERS, WITH A COMBINED 50 YEARS OF 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.
“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.