About MWL Financial Group
MWL Financial Group is a Financial Services company based in Melbourne (Australia) founded in 2001 by Jon White and Nicholas Maikousis. Financial planning services are delivered by MWL Financial Group. 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. Its focus areas include Asset Management and Financial Advisors. Its legal entity is MWL Financial Group Pty Ltd. Its competitors include 77 Partners, Capella Capital and Blue Ocean Equities.
Company details
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.
- Headquarters Melbourne, Australia
- Founders Jon White, Nicholas Maikousis
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mwl.com.au
- Social LinkedIn X Facebook Instagram
- Legal Name Mwl Financial Group Pty Ltd
- Investors
- Investments & Acquisitions
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
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of MWL Financial Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2016 | Private Equity Round | – | – |
1 investors in total: 1 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Business consulting services are provided to banks and lending institutions. | 2004 | focusfinancialpartners.com | New York, United States |
Investor details for MWL Financial Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of MWL Financial Group
2 people are tracked at MWL Financial Group (2 in leadership).
| Name | Role | Group |
|---|---|---|
Jon White | Co-Founder & Managing Director | Leadership |
Nicholas Maikousis | Co-Founder & Executive Director | Leadership |
Complete people profiles for MWL Financial Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial advisory services are provided by Westwood Group. | westwoodgroup.com.au | Fortitude Valley, Australia | 2001 | Mar 2017 | •••• |
Complete acquisition details for MWL Financial Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of MWL Financial Group
3 dated milestones of MWL Financial Group across 16 years, from founding to its latest funding, stage changes and deals.
- Founded MWL Financial Group is founded.
- Funding First funding round.
- Acquisition Acquires Westwood Group.
Competitors of MWL Financial Group
MWL Financial Group has 3 listed competitors in our database. They include 77 Partners, Capella Capital and Blue Ocean Equities.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| 77partners.vc | 2020 | Brisbane, Australia | Invests in and partners with frontier tech founders for scalable ventures. | |||
| capellacapital.com.au | 2009 | Sydney, Australia | Provider of financial advisory services | |||
| boeq.com.au | 2012 | Sydney, Australia | Offers broking services, stock research, and corporate advisory for financial markets. |
Detailed competitors of MWL Financial Group
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of MWL Financial Group
The website of MWL Financial Group (mwl.com.au) receives about 1.9K visits a month.
- Monthly visits1.9K
▼ 43.6% vs previous month
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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, 77 Partners and Blue Ocean Equities.
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.
MWL Financial Group operates through Mwl Financial Group Pty Ltd.