You may be surprised to know the accounting profession dates back as far as 7,000 years.
In ancient times, accountants were an integral part of people’s lives, to the point where suppers and stories were shared and wealth was celebrated as a team effort, not a sole pursuit.
While it’s easy enough to file a tax return, what makes accounting important is the human element—communication, relationships and delivery.
We care about who you are and where you’re headed.
Forget what you think you know about accountants, let us change your perception.
Why we do what we do
“We believe businesses are an extension of their owners, a reflection of their dreams and desires, and the vehicle to provide their family with wealth and freedom.
Our mission is to help change their lives and make those dreams a reality by advising and supporting them to succeed.”
James Marshall, Managing Partner
Whether you’re a humble start up, large enterprise or settling into your twilight years, we have a diverse and talented team of individuals who can help you.
At MWM, we take the time to understand what your goals are. With 300+ years cumulative experience, we can ensure you’ll achieve them.
Start with the end in mind
Where experience counts
A Strategic approach to unlocking value
High net worth groups
Protect your Legacy
Maximise your peace of mind
For Financial Planners and Investment Advisors
I have been in business for over 30 years and during that time have had great difficulty in recommending an accountant, until I was introduced to James Marshall of MWM Advisory…James was the first accountant who acted for me and my business and that cared.
He was able to review, restructure and claim significant oversights by past accountants. I have absolutely no hesitation in recommending James to anyone requiring an accountant and advisor.
Dominic Anthony Arcuri
Director, Arcuri Lawyers
We are a highly demanding business that has been around the block before with other accountants. We value the personal service of MWM Advisory and direct communication with James Marshall.
MWM offer more than corporate accounts and reports, they are a trusted business advisor to our company. With our MWM investment we really do get what we pay for and wouldn’t hesitate to send others to them.
Director, Urban Planning Services
My favourite thing about working with MWM is that I learn so much about the different strategies and opportunities available to maximise my position. My personal and business finances have been completely restructured to ensure I’m well protected and in a tax effective position.
I don’t stress about tax or money as much because I’m crystal clear on my current situation – everything is tracked, budgeted, distributed and invested weekly to maximise my results at the end of financial year. I highly recommend James and the team at MWM Advisory as they have helped my business grow.
Essence of Living
I decided I wanted to be a vet when I was 10 years old and have, and always will, want to be a vet. I focus my attending on providing the best standards of medical and surgical care for my patients, and customer service for my clients.
Business management, however, is not one of my strengths. Having James and his team at MWM Advisory behind, me gives me the confidence that my business is being taken care of, as well as my patients. I know they have my best interests at heart and are committed to doing what is necessary to keep my business running smoothly, allowing me to do what I do best.
The Vet Collective
We were very frustrated with our previous accountant and usually found a lot of errors in their work. James at MWM Advisory was recommended to me by a mutual acquaintance. He advised us on our trust structures, Xero and other aspects of our financials giving us a clear picture of our goals, as well as overall tax advice.
I would highly recommend MWM based on the way they operate – they are friendly and down to earth while still maintaining a high level of professionalism. There is great comfort in knowing your calls will be returned and there is a competent team that takes away the worry of getting things right!
If you are looking for an accounting firm like no other, one that respects their clients, and exceeds expectations of quality and professionalism, then contact MWM Advisory. After 10 years with another accountant, we are thankful that MWM was presented to us, and only wish we had made the change earlier. Don’t wait, contact them now… You won’t be disappointed!