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
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- Investors
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Employee Count
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- 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.
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
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.
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Business consulting services are provided to banks and lending institutions.
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Investor details for MWL Financial Group
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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.
Investment portfolio details for MWL Financial Group
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Financial advisory services are provided by Westwood Group.
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Complete acquisition details for MWL Financial Group
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Financial Statements - MWL Financial Group
Detailed financials for MWL Financial Group
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- Profit trends
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Mwl Financial Group Comparisons
Peer comparison for MWL Financial Group
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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.
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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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Produces high-quality biodegradable paper straws for sustainable packaging needs.
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Offers financial advice, wealth management, loans, and retirement planning services.
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Detailed competitors of MWL Financial Group
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Latest news on Mwl Financial Group
Complete news archive for MWL Financial Group
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Frequently Asked Questions about MWL Financial Group
MWL Financial Group was founded in 2001 and raised its 1st funding round 15 years after it was founded.
MWL Financial Group is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
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.
MWL Financial Group's top competitors include Capella Capital, Wright Planning and 77 Partners.
MWL Financial Group offers Accounting and Tax, Financial Planning, Active Investing, Aged Care, and 4 more products and services.
MWL Financial Group has made 1 acquisition, including Westwood Group.
MWL Financial Group has 1 investor. Key investors include Focus Financial Partners.