Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
MW Lomax, Melbourne, Australia
Focus Partner since July 2017
“We are excited to be the first Australian firm to join the ranks of the high calibre wealth management firms currently in the Focus partnership. Having seen various firms tapping into Focus’ capital and resources to achieve the next stage of growth while maintaining their independence and local characteristics, we are confident that we will be able to do the same here in Australia. In addition to the M&A expertise, we look forward to utilizing Focus’ value-add programs in operations, technology, compliance and marketing.” – Jon White, Group Managing Director at MW Lomax.
Founded in 2002, MW Lomax offers financial expertise across the areas of wealth management, accounting & tax, insurance and business advisory services. The firm provides clients across the greater Melbourne and Sydney regions with independent advice and a holistic service offering. MW Lomax utilizes a planning process approach that incorporates wealth accumulation, preservation and diversification while managing risks through appropriate financial protection. For more information about MW Lomax, please visit www.mwlomax.com.au.