Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Wealth Solutions in Wagga Wagga
Established in 1928, AKW Chartered Accountants & Wealth Advisers has built a legacy of delivering expert financial guidance across regional New South Wales. Our team of Chartered Accountants and Wealth Advisers specialises in tailoring solutions for individuals, families, and businesses, focusing on tax compliance, financial planning, and wealth preservation. With over 90 years of combined industry experience, we prioritise understanding client goals to provide actionable insights that align with their unique needs. Our services extend to business advisory, farm accounting, and intergenerational wealth strategies, supported by a commitment to transparency and long-term client relationships.We operate from 11 regional NSW locations, offering personalised support to help clients navigate financial complexities. Our approach combines evidence-based investment strategies with a dedication to client education, ensuring informed decision-making. As a values-driven firm, we invest in our team's growth while maintaining a focus on protecting and growing client wealth. Our history of mergers and expansions reflects our adaptability to evolving financial landscapes, ensuring clients benefit from both local expertise and national standards. We pride ourselves on simplifying financial management, allowing clients to concentrate on their personal and business objectives.
Services
Tax Preparation
Financial Planning
Wealth Management
Farm Accounting
Rental Property Accounting
Payroll Services
Investment Strategy
Succession Planning
Retirement Planning
Accounting System Setup
Details
- Year established: 1928
Highlights and features
- We offer over 90 years of combined experience in accounting and wealth management.
- Our team includes Chartered Accountants and certified Wealth Advisers.
- We provide tailored solutions for regional NSW businesses and families.
- Our evidence-based investment strategies prioritise long-term client goals.
- We maintain transparency through detailed Financial Services Guides.
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Expertise and experience
Personalised service
Trustworthy advisors
Long-term commitment
Responsive team
Services
Tax Preparation
Our Chartered Accountants specialise in comprehensive tax services including income tax returns, GST/BAS reporting, and tax obligation management. We ensure compliance while identifying legitimate deductions to minimise tax liabilities. Clients receive proactive advice on tax-effective structures for personal and business assets.
Wealth Management
We develop customised wealth strategies focusing on asset protection, retirement planning, and intergenerational wealth transfer. Our advisers help clients navigate investment options, risk management, and estate planning to achieve long-term financial goals. Regular portfolio reviews ensure strategies adapt to changing circumstances and market conditions.
Business Advisory
We provide tailored business advice covering financial analysis, cashflow forecasting, and operational efficiency improvements. Services include management accounts preparation, benchmarking, and strategic planning to support business growth. Our team assists with entity structuring and succession planning for sustainable business development.
Farm Accounting
Specialised accounting services for agricultural enterprises include farm tax returns, asset depreciation schedules, and agribusiness financial reporting. We understand regional NSW farming challenges and provide cashflow management tools to help primary producers navigate seasonal fluctuations and capital investment cycles.
Investment Strategy
Our evidence-based investment approach focuses on diversified portfolios aligned with client risk profiles and financial objectives. We educate clients about market realities while implementing disciplined strategies that avoid speculative timing. Regular reviews ensure investment plans remain aligned with evolving personal circumstances and market environments.
People
Michael Wakeling
Director
With extensive experience in chartered accounting, Michael provides strategic leadership across AKW's regional NSW operations. He specialises in business advisory services and maintains a commitment to client-focused financial solutions.
Graeme Obst
Director
As a senior director, Graeme combines technical expertise with practical business advice. He focuses on delivering tailored financial strategies that help clients achieve both personal and commercial objectives across regional NSW.
Sarah Mandaglio
Director
Sarah brings deep knowledge of wealth management and financial planning to AKW. She works closely with families to develop sustainable wealth strategies that align with their values and long-term aspirations.
Julian McLaren
Financial Adviser
Julian specialises in investment strategy and retirement planning. He helps clients build evidence-based portfolios while providing clear guidance on navigating complex financial markets.
Zachary Morden-Jones
Financial Adviser
Zac focuses on wealth advisory services, helping clients understand their investment options and develop disciplined approaches to achieving financial security through strategic planning.
Questions
What accounting services does AKW offer?
We provide financial statement preparation, tax reporting, payroll processing, accounting system setup, and cashflow forecasting tailored to individual and business needs.
How does AKW approach wealth management?
We create customised wealth strategies focusing on asset protection, retirement planning, and intergenerational wealth transfer using evidence-based investment principles.
Which areas does AKW service?
We operate from 11 regional NSW locations including Wagga Wagga, Griffith, Tumut, and Deniliquin, serving clients across rural and regional communities.
What qualifications do AKW advisers hold?
Our team includes Chartered Accountants and certified Financial Advisers with specialist credentials in tax compliance, investment strategy, and wealth planning.
How does AKW handle investment advice?
We use diversified, evidence-based strategies aligned with client risk profiles while maintaining transparency about market realities and investment timeframes.
