We make your money work harder,
so you don’t have to!
MW Lomax provides a clear road map to your financial goals
and important peace of mind along the path.
More than just a financial services company, the staff at MW Lomax are as passionate and ambitious about growing your wealth as you are. Our goal is always to over-deliver and clients quickly see their wealth growing faster than they ever expected.
Growth is often associated with risk. At MW Lomax we take risk seriously and never jeopardise your outcomes. We also ensure that you have all the asset and income protection you need, so you can sleep soundly at night, knowing that your lifestyle is protected.
Our Financial Management Process ensures that every client receives the advice and support they need to help them achieve their own goals. We select the most effective solution for each client.
In 2016, we joined Focus Financial Partners, a leading partnership of nonaligned wealth management firms. Together with Focus’ network of partners, we share a belief in providing independent advice and remaining passionate about our purpose. Focus enriches MW Lomax with strategic support by:
That’s why our clients love working with us!
“We take great pride in the fact that many of our clients were recommended to us by our existing clients because they were impressed by the results we delivered.”
To serve you effectively we employ specialists in all 6 major areas in which we work. Every member of our team is passionate about their work, and cares about delivering results to our clients. We work closely together to ensure that you have access to timely and up-to-date advice to enable you to see your wealth grow faster.
To provide our clients with the best possible advice on every aspect of your financial affairs, to facilitate the steady growth of your wealth, diversify your streams of income, and protect your lifestyle so that you can fully savour every moment of your life. This is our company ethos and what we aspire towards.
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.
Jon commenced in the Financial Services Industry in 1992 and has extensive experience across Financial Planning and Accounting sectors. His diverse background extends from Corporate Management roles within public companies to establishing start up businesses. Jon is a Founding Partner of MW Lomax and heads up Operations, Strategy, Mergers and Acquisitions.
Louie began his career in Accounting & Taxation in 1995, previous to MW Lomax he ran his own firm for close to 10 years and was involved at a partner level for 5 years prior to that.
He specialises in Business Services, Restructures and Tax Planning and works closely with clients to achieve their business goals. Louie, joined the group in 2013 and has headed up the Melbourne Division of the company’s Accountancy Operation.
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.
Greg has been providing strategic planning advice to medical and other clients for over 20 years. The level of advice provided to clients covers high level tax, financial planning and insurance, encompassing all aspects of superannuation including self managed superannuation funds, medical practice companies and family trusts. Greg is a founding partner of MW Lomax.
Our clients are at the heart of our business.
Everything comes back to you … your goals and dreams, your financial needs, your security, and your outcomes.
At the end of the day, financial management is not just about you having enough money and assets to support your lifestyle and family, it’s about peace of mind, freedom, and choice.
“Our goal is for each of our clients to see the growth that occurs when you approach your finances in an integrated fashion. Sometimes 1 + 1 really does equal 5. “
Jon White & Nicholas Maikousis
Take Action Today! Make an appointment to discuss
your finances with one of our advisors.