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Thank you 2019 bring on 2020!

  • It’s been a big year for MWM Advisory, especially in terms of growing and improving services for our clients. For the second year running, director James Marshall has been named Gold Coast Young Entrepreneur in the Finance category, acknowledging the innovation he has brought to the business that he co-founded in 2013.

    This innovation helps MWM Advisory’s clients every day through our free mobile app featuring calculators, tax tables, a currency converter, financial news and links to the website and cloud software such as Xero and MYOB. You can download the MWM Advisory App below. We have moved to a digital signing platform making it easier for our clients to fit their dealings with us into their busy schedule.

    FY 2020 saw James move to sole directorship of MWM Advisory and a new direction for the business putting MWM Advisory on track for exciting growth opportunities ahead. It’s always exciting to put a new stamp on a business and our clients may find they are experiencing a slightly different blend of herbs and spices in their interactions with our team. However the endgame of being there to help our clients’ businesses succeed and grow remains our core purpose. 

    We are growing our experience in the client education space hosting a 5 hour workshop “Know your Numbers” as part of the Gold Coast Business Week. Our information Management team have been on hand to assist clients who are looking for the technology smarts to efficiently manage the financial side of their business. Central to our approach is the knowledge that today’s accountant is more than a number cruncher, they are a business hand-holder.

    At MWM we like to take time to celebrate our team and their achievements. Mitch Calley and Justin Bernstein earned the label of Chartered Accountant this year. Emma Sullivan introduced baby Primrose to the MWM team in November. 

    Our fund-raising focus supported Movember, Oxfam Trailwalker, Horse Rescue Australia, Polished Man, Rize up, Pink Hope, Bass Strait paddle, Pink ribbon day. Our free dress Friday gold coin donations support current charity appeals.

    As we head into 2020, and as businesses generally look forward to building on the year just gone, the team at MWM Advisory is already gearing up to help you achieve your goals.

  • Posted On: December 3, 2019