Melbourne Capital Group

Melbourne Capital Group

Financial Services

Melbourne, Victoria 1,454 followers

Melbourne Capital Group's mission is to deliver an outstanding, rewarding, and transparent standard of wealth management

About us

Winner of International Adviser Awards 'Best Adviser Firm' 2023. Melbourne Capital Group is focused on assisting Professional Expatriates, High Net Worth Individuals and International Investors meet their financial goals. We have quickly established ourselves as the premier Wealth Management firm in the Asia Pacific region. We pride ourselves on our incredibly high standards of professionalism and strict ethical code of practice. Our Clients are of the utmost importance to us, and our core values of transparency, integrity and quality personalised service are what set us apart. At Melbourne Capital Group we are focused on working with every client on a personal one to one basis. We are fully invested in our client relationships as they are invested with us. First and foremost, for us to grow our clients must grow - and that is the key to our success.

Website
https://www.melbournecapitalgroup.com/
Industry
Financial Services
Company size
201-500 employees
Headquarters
Melbourne, Victoria
Type
Privately Held

Locations

  • Primary

    101 Collins St

    Melbourne, Victoria 3000, AU

    Get directions
  • UOA Corporate Tower, Avenue 10, The Vertical, 8, Jalan Kerinchi,

    Bangsar South, Kuala Lumpur 59200, MY

    Get directions

Employees at Melbourne Capital Group

Updates

  • View organization page for Melbourne Capital Group, graphic

    1,454 followers

    Are you an expat in Malaysia and contributing to the Malaysian EPF? Join us in our next webinar to understand how currency affects your returns and if you should consider alternatives. Date: Thursday, 9th May 2024. Time: 6pm, Malaysia time. Speaker: Jamie Bubb-Sacklyn and Thomas Murray Let us help you make smarter financial decisions.

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    1,454 followers

    Recalling our success at the 2024 Inter-Society Golf Tournament, where Melbourne Capital Group helped the St. Andrew's Society of Malaysia raise over RM20,000. Drop a comment below if you spot yourself! We are just a few weeks away from The Melbourne Cup. With a System 36 format and divisions for all skill levels in Division 1 & 2, there's a fair chance for everyone to shine.  Only 5 spots remaining. Date & Time: Friday, 24th May 2024. At 12pm. Location: Kota Permai Golf & Country Club, Selangor. Tickets: RM390 (includes buggy, refreshments, lunch, and prizes). Secure your spot now via https://lnkd.in/gWuv6wFM

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    1,454 followers

    The purpose of building up your retirement funds is to have a comfortable and dignified retirement. But it is equally important to know where your money goes when you retire. Knowing your essential and non-essential expenses can help in creating a retirement plan and budget within your financial capabilities while allowing you to enjoy your golden years. Our dedicated experts are more than qualified to provide the best strategies to help plan your retirement budget and goals. Drop a comment below to schedule a consultation with us. #RetirementPlanning #RetirementIncome #ExpatRetirement #ExpatRetirementPlanning

  • View organization page for Melbourne Capital Group, graphic

    1,454 followers

    Have you registered for this Thursday’s webinar? Unlock strategies to maximise your retirement investments. Register now.

    View organization page for Melbourne Capital Group, graphic

    1,454 followers

    Are you an expat in Malaysia and contributing to the Malaysian EPF? Join us in our next webinar to understand how currency affects your returns and if you should consider alternatives. Date: Thursday, 9th May 2024. Time: 6pm, Malaysia time. Speaker: Jamie Bubb-Sacklyn and Thomas Murray Let us help you make smarter financial decisions.

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  • View organization page for Melbourne Capital Group, graphic

    1,454 followers

    Happening this Wednesday! Make sure to register Pacific Asset Management Q1 2024 Market Outlook Webinar.

    View organization page for Melbourne Capital Group, graphic

    1,454 followers

    Stay ahead of the curve with Pacific Asset Management's concise market outlook webinar. In just 30 minutes, gain valuable insights into current portfolio strategies and key market trends. This session is designed to equip investors with critical information that will help you understand the dynamics shaping the investment landscape. Following the presentation, we invite you to participate in a live Q&A session with Will Bartleet, CIO and Portfolio Manager from Pacific Asset Management. Whether you're a seasoned investor or new to the market, this webinar is an invaluable tool for anyone looking to make informed investment decisions. Date: Wednesday, 8th May 2024. Time: 6pm, Malaysia time. Location: Hosted via Zoom. Sign up via https://lnkd.in/gAdBdS49

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  • View organization page for Melbourne Capital Group, graphic

    1,454 followers

    We are truly grateful for this wonderful feedback from Efrem, highlighting the unwavering support and invaluable financial guidance provided by Thomas Henson, our Private Wealth Manager.   Efrem's words underscore the commitment, knowledge, and team effort that define our holistic approach at Melbourne Capital Group. If you have doubts about how your current portfolio is performing, book a call with one of our Private Wealth Managers for a quick assessment.    You can also join our upcoming Market Outlook webinar with one of our providers, Pacific Asset Management, to get an insight of the value we bring when you become a client of Melbourne Capital Group. Date: Wednesday, 8th May 2024. Time: 6pm, Malaysia time. Location: Hosted via Zoom. Sign up via https://lnkd.in/gAdBdS49

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  • View organization page for Melbourne Capital Group, graphic

    1,454 followers

    Expats in Malaysia, have you ever compared the growth of your EPF returns with major global indices like the S&P 500? You might be surprised at what you find. The S&P 500 has experienced a ~11.1% compound annual growth rate over the last 40 years, including dividends. But how does this stack up against the performance of your EPF investments, especially if your employer is not contributing their 12% share? 🔹 Are your retirement savings keeping pace with global markets? 🔹 Could your EPF strategy benefit from a global perspective? 🔹 What does this mean for your financial health as an expat? Join our exclusive webinar as we dive into the past, present, and future of EPF investments versus global benchmarks. Get the insights you need to make informed decisions about your financial future in Malaysia and beyond. Date: Thursday, 9th May 2024. Time: 6pm, Malaysia time. Reserve your virtual seat now and bring along your most pressing questions! via https://lnkd.in/gVjPwh3Z #ExpatsInMalaysia #EPFInvestments #FinancialPlanning #Investing

  • View organization page for Melbourne Capital Group, graphic

    1,454 followers

    The Melbourne Cup, where networking meets golfing excellence. Step onto the green with us for a day filled with skill while expanding your professional circle. Date: Friday, 24th May 2024. Time: 12pm. Location: Kota Permai Golf & Country Club, Selangor. Tickets: RM390 *Includes buggy, refreshments, lunch and prizes. Only 30 spots left! Don't miss this premier social tournament. Book your ticket now via https://lnkd.in/gWuv6wFM

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  • View organization page for Melbourne Capital Group, graphic

    1,454 followers

    Are you confident with your current retirement planning? Do you have enough income sources to maintain your lifestyle when you retire? Understanding your retirement income and expenses can instil confidence in your retirement planning. Our Private Wealth Manager, Kal Murray, shares his insights on the income sources and expenses that expats face to help you navigate the financial planning for retirement. Plan your retirement income and talk to Kal Murray by leaving a comment below to schedule a complimentary one-on-one discussion. #RetirementPlanning #RetirementIncome #ExpatRetirement #ExpatRetirementPlanning

    Balancing your Retirement Income & Expenses As An Expat

    Balancing your Retirement Income & Expenses As An Expat

    melbournecapitalgroup.com

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