Lockwood Partners

What Lockwood Partners does

Lockwood Partners Pty Ltd is an Australian private accounting and financial services firm headquartered at Level 2, 456 High St, Echuca, Victoria (ACN 005 622 426). The firm delivers accounting and bookkeeping, self-managed super fund administration, insurance broking, technology/IT and cybersecurity, mortgage broking, and wealth advisory services through an integrated team. It operates in conjunction with Provide Group and the related Provide Insurance, Provide Technology, Provide Finance, and Provide Wealth entities, offering clients access to five service lines under a single relationship.

The underlying technology foundation is a cloud accounting platform: Lockwood Partners is a Xero Platinum Partner and offers clients cloud-based bookkeeping, invoicing, payroll, and financial reporting, plus a Xero-linked payment portal for account settlement. Distribution is relationship-based and locally anchored, relying on the firm's presence in the Echuca Moama region, referrals, organic local search, content marketing through its blog, and social media (Facebook, LinkedIn, Instagram), supplemented by face-to-face advisory at its Echuca office.

The business model is professional services fee-based, with pricing determined per engagement and not publicly disclosed. Customer segments span individuals and families, small to medium businesses, commercial property owners, tradies and sole traders, and property investors/landlords. The go-to-market is sales-led and community-driven, with cross-sell across the integrated Provide Group service lines as the principal commercial lever rather than disclosed revenue concentration on any single client.

Name

Lockwood Partners

Legal name

Lockwood Partners Pty Ltd

Website

https://lockwoods.com.au

Company type

Private

Founded year

1922

Operating status

Operating

Headcount range

11–50 employees

Short description

Lockwood Partners is a privately held Australian accounting and financial services firm in Echuca, Victoria, delivering accounting, SMSF, insurance broking, IT, mortgage broking, and wealth advisory to individuals and SMBs in the Echuca Moama region as part of Provide Group.

Ownership category

akta.pro rank

Headquarters

HQ city

Echuca

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting and Bookkeeping Services: Professional accounting and bookkeeping services including preparation of financial statements, tax returns, and ongoing compliance for individuals and businesses.
2. Self-Managed Super Funds (SMSF): Administration and advisory services for self-managed superannuation funds.
3. Insurance Broking: Insurance placement and advisory services across home, motor, commercial, landlord, and other insurance lines, offered through Provide Insurance.
4. Technology Services: IT services, technical support, and cybersecurity advisory offered through Provide Technology.
5. Finance and Mortgage Broking: Mortgage broking and loan advisory services offered through Provide Finance, assisting clients in finding appropriate loan products.
6. Wealth and Financial Planning: Financial advice and wealth creation strategies offered through Provide Wealth to help clients improve their overall financial position.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Lockwood Partners is a regional Australian accounting and financial services firm that delivers integrated accounting and bookkeeping, self-managed super fund administration, cloud-based accounting, insurance broking, IT and cybersecurity, mortgage and finance broking, and wealth advisory services to individuals, families and small-to-medium businesses in the Echuca Moama region. Operating as part of the Provide Group alongside Provide Insurance, Provide Technology, Provide Finance and Provide Wealth, the firm combines five service lines into a single coordinated client relationship underpinned by Xero cloud accounting.

Product overview

Lockwood Partners is an integrated financial services firm offering accounting, insurance, technology, finance, and wealth management services. The firm operates as part of Provide Group, delivering a coordinated service offering where clients can access accounting and bookkeeping, self-managed super funds, cloud accounting (via Xero), insurance brokerage, IT/technology support, mortgage broking, and financial planning. The services are offered as an integrated suite with Provide Group entities (Provide Insurance, Provide Technology, Provide Finance, Provide Wealth) to address various financial needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services (Accounting and Bookkeeping) Core accounting, bookkeeping and tax compliance service for individuals and businesses in the Echuca Moama region, including preparation of financial statements, tax returns and ongoing compliance support.
• Self-Managed Super Funds (SMSF) Specialised accounting, administration and regulatory compliance services for self-managed superannuation funds, serving individual trustees and members.
• Cloud Accounting (Xero) Cloud-based accounting and bookkeeping services delivered through the Xero platform, providing real-time financial management, invoicing, payroll and reporting for individuals and businesses.
• Insurance Services (Insurance Broking through Provide Insurance) Insurance placement and advisory across home, motor, commercial, landlord, cyber liability, professional indemnity and other lines, served through Provide Insurance.
• Technology Services (IT and Cybersecurity through Provide Technology) IT services, technical support and cybersecurity advisory for businesses and individuals, delivered through Provide Technology to improve IT infrastructure and mitigate technology risk.
• Finance Services (Mortgage and Loan Broking through Provide Finance) Mortgage and loan broking service where finance consultants assist clients in identifying and securing appropriate loan products across lenders.
• Wealth Services (Financial Planning through Provide Wealth) Financial planning and wealth advisory service focused on investment and retirement strategies, helping clients improve long-term wealth and financial position.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

One partnership is on record.

• Provide GroupcoreStrategic or Co-development PartnerLockwood Partners operates together with Provide Group as an integrated service offering. Provide Group encompasses Provide Insurance, Provide Technology, Provide Finance, and Provide Wealth, which together with Lockwood Partners' accounting services deliver comprehensive financial solutions to clients. The relationship involves shared branding, cross-referrals, and coordinated service delivery across accounting, insurance, technology, finance, and wealth management.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• ESV Group: Australian accounting and business advisory group offering tax, wealth, finance, and consulting services to SMB and HNW clients. Comparable in integrated multi-line delivery model to Lockwood Partners.
• Prosperity Advisers Group: Australian mid-tier integrated advisory firm offering accounting, wealth, finance, and insurance-adjacent services to individuals and SMEs. Closely comparable to Lockwood Partners in service breadth and customer profile.
• Bongiorno Group: Long-standing Melbourne-based accounting and advisory firm serving individuals, families, and SMBs with a multi-service model. Comparable in customer mix and integrated service delivery to Lockwood Partners.

Broad incumbents

• William Buck: Mid-tier Australian accounting and advisory network with national footprint across audit, tax, advisory, and wealth services. Overlaps with Lockwood Partners' SMB advisory offering but at substantially greater scale.
• Crowe Australasia: Major Australian accounting and advisory network (formed via merger with Findex) providing audit, tax, advisory, and wealth services nationally. Competes for the same SMB and private client segment as Lockwood Partners at much larger scale.
• RSM Australia: Mid-tier global accounting and advisory network's Australian practice, focused on privately held and mid-market businesses with multi-service offerings. Comparable service model to Lockwood Partners but at greater scale and geographic reach.
• BDO Australia: Top-tier global accounting network's Australian practice offering audit, tax, advisory, and consulting across SMB and mid-market segments. Direct competitor for advisory mandates and a benchmark for scale-driven service expansion.
• Nexia Australia: Australian accounting network providing audit, tax, and advisory services to privately held businesses and not-for-profits. Overlaps with Lockwood Partners' SMB and private client advisory proposition.
• Pitcher Partners: Australian mid-tier accounting, audit, and advisory firm with multi-service delivery to private clients, SMEs, and large corporates. Comparable in service breadth but at significantly greater geographic and scale reach than Lockwood Partners.

Regional players

• McLean Partners: Victorian regional accounting and advisory firm serving clients across regional VIC with multi-service delivery. Direct regional-market comparable to Lockwood Partners in geography and customer profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lockwood Partners