Chartered Insurance Institute International Professional Firm Partner

About Us

We are a financial advisory firm focussed on helping you achieve your financial goals.

Our offering
Mathew Tate, Simon Stephen, Reuben Van Dijk, Mark Owens, Christopher Crowe Melbourne Capital Group

Who We Are

Melbourne Capital Group is an independent financial advisory firm based in Kuala Lumpur, Malaysia serving individual and corporate clients across Asia Pacific and beyond. Our cross-border  expertise paired with local understanding enable us to assist Malaysians, expats, and those with international assets. We are one of the only firms in the region to be a Chartered Institute of Insurance (CII) International Professional Partner Firm, a member Federation of European Independent Financial Advisors (FEIFA) and a signatory to Principles of Responsible Investing (PRI).

Whatever your financial goals, we can help.

Learn more about our professional affiliations

Our Values

Jake Mowson & Michael Garcia Melbourne Capital Group having discussion.

We adopt a client-centric approach.

As a proudly independent and privately owned company free from external constraints, we adopt a client-centric approach and strive to act in our clients’ best interest in accordance with applicable regulatory, professional, and ethical standards.

Farah Hashim & Melissa Lau Melbourne Capital Group having discussion

We are responsible.

We focus on long-term, sustainable wealth growth. We work to ensure portfolios are adequately diversified and structured within the most secure jurisdictions. Recognising that every strategy comes with inherent risks, we seek to make risks clear, to help you make informed decisions.

Mother and daughter care and happy. Health insurance for family with Melbourne Capital Group

We are international wealth management experts.

As an expat, digital nomad, or someone with international assets, our multi-jurisdictional expertise means we can help you seize the benefits and navigate the complexities.

We provide personal service with institution-grade solutions.

With over 50 global partners from tax specialists to investment platforms, you have access to sophisticated investment strategies, alternative investments, and institutional-grade portfolio management services typically reserved for much larger firms.

We’ve also embedded smart tools like Voyant Cashflow Modelling and Oxford Risk Assessment into our practice to offer greater clarity and confidence.

What We Do

We take a holistic approach to financial planning, listening to garner a deep understanding of not just your immediate needs, but your values and aspirations. We then harness our expertise to deliver tailored strategies that integrate ESG criteria and risk considerations to help you achieve your financial goals.

Our personal wealth management offering includes:

  • Expat Wealth Management
  • Malaysian Wealth Management

Our personal wealth management offering includes:

  • Capital Raising and Structuring
  • ESG Advisory
  • Mergers and Acquisitions Advisory
  • Strategic Investor Relations
  • Capital Markets Advisory
  • Group Protection
  • Family Office Solution
Start achieving your financial goals with us
Chris Crowe Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Chris Crowe

Director
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Reuben Van Dijk Melbourne Capital Group Director based in Malaysia

Reuben Van Dijk

Director
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Jamie Bubb-Sacklyn Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Jamie Bubb-Sacklyn

Director
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Mark Owens Melbourne Capital Group Head of Strategic Growth based in Malaysia

Mark Owens

Head of Strategic Growth
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Rob Atherton Melbourne Capital Group Head of International Wealth based in Malaysia

Rob Atherton

Head of International Wealth
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Normaria Omar Melbourne Capital Group Head of Compliance Director based in Malaysia

Normaria Omar

Compliance Director
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Adam Humphries Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Adam Humphries

Private Wealth Manager
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Adam Kinsey Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Adam Kinsey

Private Wealth Manager
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Adam Rafiq Melbourne Capital Group Private Wealth Manager and Financial Planner based in Thailand

Adil Rafiq

Private Wealth Manager
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Andrew Clarke Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Andrew Clarke

Private Wealth Manager
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Ben Davis Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Ben Davis

Private Wealth Manager
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Brian Dudley Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Brian Dudley

Private Wealth Manager
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Daniel Lees Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Daniel Lees

Private Wealth Manager
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Daniel Lees Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Helen Thomas

Private Wealth Manager
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Jake Mowson Melbourne Capital Group Private Wealth Manager and Financial Planner based in Malaysia

Jake Mowson

Private Wealth Manager
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Luke White Melbourne Capital Group Private Wealth Manager based in Malaysia

Luke White

Private Wealth Manager
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Michael Garcia Melbourne Capital Group Private Wealth Manager based in Malaysia

Michael Garcia

Private Wealth Manager
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Matthew Green Melbourne Capital Group Head of Citizenship and Residency based in Malaysia

Matthew Green

Senior Private Wealth Manager
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Ryan Long Melbourne Capital Group Private Wealth Manager based in Malaysia

Ryan Long

Private Wealth Manager
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Suresh Raj Yogaraj Melbourne Capital Group Private Wealth Manager based in Malaysia

Suresh Raj Yogaraj

Private Wealth Manager
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Tom Henson Melbourne Capital Group Private Wealth Manager based in Malaysia

Tom Henson

Private Wealth Manager
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Tom Raynor Melbourne Capital Group Private Wealth Manager based in Malaysia

Tom Raynor

Private Wealth Manager
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VP Thanga Melbourne Capital Group Private Wealth Manager based in Malaysia

VP Thanga

Private Wealth Manager
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Ash Jatla Melbourne Capital Group based in Malaysia

Ash Jatla

Business Manager
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Kazi Nishad Melbourne Capital Group based in Malaysia

Kaz Nishad

Head of Business Development
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Joshua Webley Business Manager Melbourne Capital Group

Joshua Webley

Business Manager
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Nick Chilver Melbourne Capital Group Private Wealth Manager based in Thailand

Nick Chilver

Business Manager
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Nicole Sue Business Manager Melbourne Capital Group

Nicole Sue

Business Manager
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What are Clients Saying About us?

Testimonials reflect individual client experiences and opinions and do not represent typical outcomes. Past experiences are not indicative of future results or performance.

Award Winning

Award Winning International Adviser - Best Adviser Firm in AsiaAward Winning International Adviser - MalaysiaAward Winning International Adviser - Malaysia

Professional Affiliations

We are committed to upholding the highest standards of industry best practice and are affiliated with a wide range of professional bodies.

Chartered Insurance Institute International Professional Firm Partner

We are a Chartered Insurance Institute (CII) International Professional Partner Firm.

The CII is a UK-based professional body dedicated to building public trust in the insurance and financial planning profession. CII International Professional Partner Firms must demonstrate a commitment to promoting professional standards, aligning practices with the CII code of ethics, which includes a requirement to act in the best interest of clients.

Learn more

We are a signatory to the Principles for Responsible Investment (PRI).

PRI is the world’s leading proponent of responsible investment. The organisation works to understand the investment implications of sustainability- and governance-related factors and support its international network of investor signatories in incorporating these factors into their investment and ownership decisions.

Learn more

We are an associate member of The Federation of European Independent Financial Advisers (FEIFA)

FEIFA is a trade association that represents English-speaking Financial Advisers operating throughout Europe and beyond. Their aim is to assist such businesses and individuals, and increase professional and technical standards of advice for the ultimate benefit of consumers.

Learn more

Making A Difference

We view wealth as a force for positive change. As such, we integrate ESG criteria and risk considerations into our financial strategies as a standard practice and proactively seek investment opportunities that make a difference.

Aware that real change requires collaboration between all stakeholders, we seek to build partnerships and foster relationships between NGOs, government and the wider financial community.

We also support various charities and community initiatives by donating, volunteering, fundraising and hosting events.

Learn more our community and charity work

Compliance

Licences

Melbourne Capital Group Advisory (ABN 73 145 207 530) holds an Australian Financial Services Licence No. 382724 which permits it to conduct financial services business in Australia.

Melbourne Capital Group Sdn Bhd (Formerly known as Blueprint Planning Sdn Bhd) is licensed by Securities Commission Malaysia. Licence No. CMSL/A0254/2009.

Melbourne Capital Group Ltd is authorised and regulated by the Labuan Financial Services Authority (LFSA) as an Insurance Broker with Licence No. BS2021140.

Intitutional Services Malaysia

Melbourne Capital Group operates through separately licensed entities in different jurisdictions. Financial services are provided strictly in accordance with the regulatory approvals of the relevant entity and may not be available in all jurisdictions. Nothing on this website constitutes an offer of regulated financial services outside the permitted scope of the applicable license.