Team member in the spotlight: Rebecca Menz

Team member in the spotlight

In this series we’re spotlighting a different MWM team member each month, so you can get to know the team a little better. Say hello to Client Services Co-ordinator, Rebecca Menz.

“I am so excited to be a part of a team who are passionate about working together to support our clients. I feel so lucky to work somewhere where I have the support, resources and opportunity to learn and grow.”

Tell us a bit about your role…

My role at MWM Advisory is to provide administrative support for a team of accountants and I am also an added point of contact for our clients. We are required to assist our clients across a wide range of tasks, so I am always being exposed to new things which keeps my role varied and interesting.  

What inspires you?

My mum has always inspired me by believing in me and helping me to make my dreams a reality. Making her proud is very important to me.  

If you could choose one person as a mentor, who would it be?

I think Ellen DeGeneres is one of my favourite people, because she has used her platform as a TV personality and celebrity to help and inspire people.

What TV show are you watching at the moment and why do you like it?

My partner and I are watching a lot of shows on the travel channel at the moment. We are heading to India in August, so we are researching towards that, gathering some cool ideas and choosing the things we would like to see and do on our trip.

What do you enjoy the most about working at MWM?

I love working with the fun team of people we have at MWM. The fact that everyone comes from different employment backgrounds means that we have extensive knowledge and experience to share.

Celebrate the End of Financial Year with your team and ours

Celebrate the End of Financial Year with your team and ours

The End of Financial Year (EOFY) is upon us. For business owners, like you and I, there are many moving parts to be aware of. There are yearly financial statements to create, taxes to pay, deductions to claim, and documentation to submit to the ATO.

30 June is coming – what’s your game plan?

30 June is coming – what’s your game plan?

End of Financial Year Tax Planning. While Covid-19 and the uncertain business landscape it created made planning difficult, what we can say with certainty at MWM is that in our experience those who had a plan have navigated the past two years more successfully than those who didn’t.