About Us
We are a financial advisory firm focussed on helping you achieve your financial goals.
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 Advisers (FEIFA) and a signatory to Principles of Responsible Investing (PRI).
Our purpose is to help our clients build, protect, and transfer wealth with confidence, wherever life takes them. We believe wealth management is first and foremost a relationship built on trust, and we place our clients’ long-term interests at the heart of everything we do. We build lasting partnerships grounded in transparency, professional integrity, and a genuine understanding of each client’s values, ambitions, family needs, and circumstances.
Whatever your financial goals, we can help.
Our Values
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.
We are transparent.
Transparency is the foundation of every client relationship we build. We communicate clearly, honestly, and accessibly, from the first conversation through to ongoing reviews and beyond. We explain our fees, our recommendations, and any inherent risks or conflicts of interest in plain language, and we adapt how we communicate to meet individual needs, particularly for clients in vulnerable circumstances. We regularly seek feedback on how well we’re understood, and we use it to keep improving as we focus on long-term, sustainable wealth growth.
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 use smart tools to promote informed choices.
We've 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
For business and institutions, we offer:
- Capital Raising and Structuring
- ESG Advisory
- Mergers and Acquisitions Advisory
- Strategic Investor Relations
- Capital Markets Advisory
- Group Protection
- Family Office Solution
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
- Investment International Awards 2025 - Excellence in Client Service
- BMCC Excellence Awards 2025 - SME Excellence
Professional Affiliations
We are committed to upholding the highest standards of industry best practice and are affiliated with a wide range of professional bodies.
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.
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.
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.
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. As a UN PRI signatory, sustainability is not an add-on for us, it’s part of how we work.
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 are committed to being a resonpsible business, one that also support various charities and community initiatives by donating, volunteering, fundraising and hosting events.
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.
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.