New Hunter accounting firm merger promises value and growth to clients

New Hunter accounting firm merger promises value and growth to clients

Lake Macquarie and Thornton based accounting and financial planning firm, Collective Financial Partners has acquired Maitland-based McNamara Accountants to further expand its offering and expertise for current and future clients.

The businesses have worked alongside one another in the same building in Thornton for the past two years and have reinforced the fact that they have a like-minded approach to client delivery.

They will continue to provide business advisory, accounting and consultancy services to the existing McNamara Accountants clients.

McNamara Accountants, founded and led by Principal, David McNamara has been assisting businesses and individuals in the Hunter Region since 1991 and will transition to a Senior Consultant with Collective Financial Partners.

David said the merger is an opportunity to combine strengths and offer more experience and knowledge to locals looking for a reliable accountant or financial planner.

“I’ve known the team at Collective Financial Partners for a number of years and as I’m moving closer to retirement, it just made sense to not just work alongside their team, but work with their team,” David said.

“We have strong business values we’ve stuck by for over three decades, and we know these will be upheld by the team behind the Collective Financial Partners brand.”

Collective Financial Partners is no stranger to business mergers – the business was formed following the merge of local firms, WP Partners, and Bridges Lake Macquarie, in 2021.

Accounting Director of Collective Financial Partners, Andrew Howson said just like their last merge, this one all came down to wanting to provide more value and opportunities to Collective Financial Partners’ clients and the clients at McNamara Accountants.

“McNamara Accountants has had a strong position in the Hunter Region for many years, and we wanted to maintain that for them following the acquisition,” Andrew said.

“I will be working closely with David’s team to continue providing quality accounting services with the added expertise of the Collective Financial Partners team.”

“Between the decades of experience David and his team bring and the expertise of our existing team, we’re proud to become a stronger business helping clients across Newcastle, Lake Macquarie and the Hunter Valley.”

 

IMAGE | The team from McNamara Accountants join Collective Financial Partners.

Collective Financial Partners

When it comes to your financial future, Collective Financial Advisors believe in providing professional business and financial advice for growth.


Our team of knowledgeable and specialised Financial Planners and Advisors are dedicated to helping clients achieve their financial goals and make steps towards
investing into the future with confidence. We help clients define their goals and work with them to design a financial plan suited to their specific needs.


Collective Financial partners is a newly formed business venture and combines the expertise of Bridges Lake Macquarie and WP Partners to provide a more wholistic advisory service for clients in the region.
 

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