About MWL Financial Group
MWL Financial Group is a company based in Melbourne (Australia) founded in 2001 by Jon White and Nicholas Maikousis.. MWL Financial Group has completed 1 acquisition, including Westwood Group. MWL Financial Group offers products and services including Accounting and Tax, Financial Planning, Active Investing, Aged Care, and Business Advisory. MWL Financial Group operates in a competitive market with competitors including 77 Partners, Capella Capital, Blue Ocean Equities, Pursue Wealth and First Super, among others.
- Headquarter Melbourne, Australia
- Founders Jon White, Nicholas Maikousis
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Mwl Financial Group Pty Ltd
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of MWL Financial Group
MWL Financial Group offers a comprehensive portfolio of products and services, including Accounting and Tax, Financial Planning, Active Investing, Aged Care, and Business Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides accounting and tax advice for businesses and individuals.
Offers personalized financial planning and investment strategies.
Manages active investment portfolios for clients.
Assists with financial planning for aged care needs.
Delivers business growth and advisory support.
Provides life and insurance planning options.
Facilitates lending and finance solutions for clients.
Manages self-managed superannuation funds.
Funding Insights of MWL Financial Group
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| May, 2016 | Amount | Private Equity Round - MWL Financial Group | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in MWL Financial Group
MWL Financial Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Focus Financial Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Business consulting services are provided to banks and lending institutions.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by MWL Financial Group
MWL Financial Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Westwood Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial advisory services are provided by Westwood Group.
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2001 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - MWL Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Mwl Financial Group Comparisons
Competitors of MWL Financial Group
MWL Financial Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as 77 Partners, Capella Capital, Blue Ocean Equities, Pursue Wealth and First Super, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Invests in and partners with frontier tech founders for scalable ventures.
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Provider of financial advisory services
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Offers broking services, stock research, and corporate advisory for financial markets.
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Provides financial planning, mortgage broking, and accounting services for clients in Australia.
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| domain | founded_year | HQ Location |
Produces high-quality biodegradable paper straws for sustainable packaging needs.
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| domain | founded_year | HQ Location |
Offers financial advice, wealth management, loans, and retirement planning services.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about MWL Financial Group
When was MWL Financial Group founded?
MWL Financial Group was founded in 2001 and raised its 1st funding round 15 years after it was founded.
Where is MWL Financial Group located?
MWL Financial Group is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
What does MWL Financial Group do?
MWL Financial Group was founded in 2001 in Melbourne, Australia, as a firm focused on financial planning. Operations are centered in the financial services sector, where advisory support is provided to clients for wealth management and planning needs. The company is co-led by Jon White, serving as Managing Director, and Nicholas Maikousis, as Executive Director. Activities remain grounded in standard financial advisory practices within the Australian market.
Who are the top competitors of MWL Financial Group?
MWL Financial Group's top competitors include Capella Capital, Wright Planning and 77 Partners.
What products or services does MWL Financial Group offer?
MWL Financial Group offers Accounting and Tax, Financial Planning, Active Investing, Aged Care, and 4 more products and services.
How many acquisitions has MWL Financial Group made?
MWL Financial Group has made 1 acquisition, including Westwood Group.
Who are MWL Financial Group's investors?
MWL Financial Group has 1 investor. Key investors include Focus Financial Partners.
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