Daniel Lees has been always very quick to respond and propose solutions for my portfolio and short- and longer- term needs. He's also very proactive and listens and understands my priorities and conce... Voir plus
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I had a very good experience working with Adil - he was very patient to understand what my needs were before suggesting solutions that fit them . There was full transparency on costs and no hidden fee... Voir plus
My wife and I are South African expats currently living and working in Bangkok. We have had the pleasure of working with Adil Rafiq for almost two years now as our financial advisor. Adil does not go... Voir plus
Excellent service - professional and friendly. Reports received are thorough and informative. Nick was clear about what he offered and the investment worked really well for me.
À propos de l'entreprise
Écrit par l'entreprise
Melbourne Capital Group is focused on assisting Professional Expatriates, High Net Worth Individuals and International Investors meet their financial goals. Whether it's protection for you and the family or financial planning for the future, we have quickly established ourselves as the premier Investment Advisory firm in the Asia Pacific region.
Coordonnées de contact
UOA Corporate Tower, Lobby B, Avenue 10, The Vertical, 8, Jalan Kerinchi, 59200, Kuala Lumpur, Malaisie
- +60 16-261 9517
- admin@melbournecapitalgroup.com
- melbournecapitalgroup.com
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We are delighted with the move to MCG…
We are delighted with the move to MCG and our adviser, Jamie has been excellent. He is approachable, accessible and his calm manner is always reassuring. The best thing is that Jamie takes the time to explain our investments to us, answering our basic questions and always follows up with whatever he said he would do.
Highly suggest Kal Murray as a financial advisor
We have been working with Kal Murray in Bangkok office since last year and he has been providing us a fantastic support on understanding our needs and goals, building our portfolio and supporting us on various matters. He is perfect in communication and we love working with Kal. Highly recommended!
Moving back to Malaysia from Dubai
I was moving back home to Malaysia from Dubai in 2016. I had terrible experiences with the previous company and the person in charge until Chris Crowe took over and swiftly and effortlessly resolved the situation, putting me at ease. He is a wonderful, intelligent person to work with.
Now, my contact is Michael Garcia. From the first call, I knew he would do his best to make my money work harder. He explained things in a very simple way so that I could better understand. He advised me to shift my investment to the field that he believes will grow in return significantly compared to the previous selections. This is EXACTLY what I need to hear from him.
Melbourne Capital fantastic advisors and guidance
My advisor Chris Crowe has been fantastic throughout our interactions. He explains things to me in a way I can understand given I am not a financial expert. also Sam has done wonders in consolidating my pensions despite the resistance he has met from my pension companies. All in all thanks guys for continuing to provide me with the guidance and support I need
Inheritance Planning
Initially I wasn't that interested in having a conversation when approached on the cold call (nothing new for me there !!), but Tom got my interest quickly and proved to be a very good listener and very quickly understood my core needs.
He has provided me with a great initial structure with which to manage my ongoing financial needs and also my inheritance and tax planning.
Its early days but I am confident that I will see returns that meet my and my families' needs
A real advisor that understand your priorities
After the challenging period of the COVID, I needed a new set of investments able to reach my new targets. Tom Henson has been able to develop for me the perfect investment strategy by proposing the right set of products available in Melbourne Capital. More importantly, he managed to give solutions in a time where speed is a key element, My portfolio is stronger et more agile giving me more confidence in my financial situation in mid and long-term.
Experienced, professional Financial Advice
If you are looking for experienced, professional (yet friendly) financial advice and guidance, Melbourne Capital Group is second to none. Approachable, friendly people, no jargon, no wild science, just expert financial advice, backed by a professional, efficient service. I have been a client for eight years now and my investments are in the best possible hands.
A New Step in My Financial Life
After being invited by Juria Hartmans and some meetings with Tom Henson, I felt much more confident in applying my resources with MCG. What I liked most was a personalized treatment, understanding my specific needs at the current stage of my life. In addition to provide a guidance to the best investments in my case, the treatment was always friendly, kind, without the excessive formalities that could prevent me for explaining clearly my objectives. I really recommend the company for this guidance in the financial aspects.
My funds under another company were not…
My funds under another company were not performing at all but after Tom Henson reviewed my plans. He made changes and now making money again. Great customer service and able to explain clearly why we need to make changes.
No worries it's "A" Rated
They took over my bonds because they did hire the best financial advisors in Malaysia: Jake
Well of course they didn't help at all to recover my money. At least Jake took the bonus!
Don't trust this type of companies, don't give them your money. Do your own research, invest yourself on ETF or index.
Our financial advisor has been stellar…
Our financial advisor has been stellar - more us becoming a friend rather than simply being clients. Good advice, cheerfully offered, with lots of room for discussion from both the advisor side and our side.
No hard-sell of any one idea, platform, or investment strategy, and our advisor has been quick to backtrack or move ahead to find solutions that fit our actual financial position, and our desire to safeguard capital without resorting to stuffing it into our mattress.
No belittling of some of our sillier ideas, but taking a hard look at the ideas and agreeing or disagreeing with politeness and serious alternatives if the initial idea was indeed silly.
Overall, we are very happy with our advisor, with management of our portfolio, and with the fees.
Many say you get what you pay for, and we feel we have received far more value from our payments than we would have with a "cheaper" option.
We feel a fee-based advisor arrangement benefits both sides - no pushing of the highest return to the advisor at the expense of the client, nor touting solutions that might be of more benefit to Melbourne, but not for us.
In short, we have received accurate, effective advice, had fun during consultations, and learned a lot. Our advisor also went the extra kilometres to resolve some sticky financial questions he could easily have said were not within his bailiwick, nor within his obligations.
This is what makes a company and an advisor very worth having a serious relationship with.
Regular portfolio updates
I've been working with Michael Garcia for a number of years now and our quarterly update meetings - which usually last for an hour or so - gives me the confidence that my investments are in good hands and any adjustments to the portfolio are always discussed in detail.
My investment manager is outstanding
Our investment manager, Jamie, is outstanding. He guided my husband and I through a transfer from our previous investment company to Melbourne, discussed our financial needs and goals and gave us sound advice on investment strategies. He is always available to answer our questions, and is simply a wonderful person!
Good advices
Kal Murray always provides me with good investment recommendations that fit my profile
Personal Advisor Importance
Not sure about the company, itself as I only have contact with my personal advisor which has guided me already for years starting with his previous employer. Based on his recommendations I have had substantial growth in my portfolio by re-investing profits obtained in form of interest payments on bond performance.
Melbourne got me earning again
My previous financial company had let my account go stagnant. Jamie Bubb-Sacklyn managed to get it all sorted and transferred to Melbourne's care so that I'm now making money on my investments again
Another productive meeting with Jamie
Had another face to face meeting with Jamie to discuss my investment performance to-date (performing well!) I had several queries regarding where to allocate other funds, Jamie gave me more excellent advice and clarified everything that I was unsure of. Jamie is always available to help either online or face to face at the MCG office. Still very happy I made the move to MCG.
Extreme personal attention and service
Halved my health insurance cost
Halved my health insurance cost with equivalent product. Prompt, accurate and timely advice. Thanks Thomas.
Thank you so much Kal Murray for your…
Thank you so much Kal Murray for your superb efforts in having found me the correct international medical cover that addresses all my specific needs as an expat. Kal has assisted me in fully planning my retirement and secured my family's financial future. This makes me feel really confident in me and my family's future, knowing that everything is taken care of. I now have much more peach of mind and the entire process has been really smooth and easy.
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