Preparing for a Strong Finish to 2025 at Melbourne Capital Group

At Melbourne Capital Group, our quarterly conferences are more than strategic planning sessions. They're moments where we come together as a team, celebrate achievements, and align ourselves for the next chapter. Our Q3 conference last week embodied exactly this spirit, as we rallied around the theme: Strong Finish 2025 for a Fast Start in 2026.

With the entire team present, there was a shared understanding that we're entering a crucial period, one where the work we do now will set the foundation for an extraordinary 2026.

Chris Crowe, Director at Melbourne Capital Group, opened the conference with his characteristic motivational style, taking us through the remarkable milestones we've achieved this past quarter. It's one thing to work hard every day, but quite another to step back and see the collective impact of our efforts.

This quarter brought news that filled us all with pride: five nominations for the International Investment 2025 awards. These nominations aren't just accolades, they're recognition from our industry that the work we're doing, the way we're serving clients, and the standards we're upholding are truly exceptional.

We also took a significant step in our commitment to sustainable and responsible investing by signing on to the Principles for Responsible Investment. This aligns perfectly with our values and demonstrates to our clients that we're thinking not just about returns, but about the broader impact of where their wealth is directed.

Building Better Habits for Q4

Rob Atherton, Head of International Wealth, brought a refreshingly practical focus to the day with his session on habit-tracking in the final quarter of the year. As we approach year-end, it's easy to either lose momentum or fall into frantic activity without purpose. Rob challenged us to think differently.

His message was clear: the advisers who finish 2025 strong won't be the ones who simply work harder in Q4, but those who work smarter through intentional habits. Whether it's consistent client follow-ups, dedicated time for professional development, or structured approaches to pipeline management, the small daily habits compound into significant results.

Mark Owens, Head of Strategic Growth, delivered a powerful reminder about something fundamental to our profession: the importance of knowing how to present ourselves as advisers and getting the client fact-find right from the very beginning.

In wealth management, trust is everything. Mark emphasised that before clients trust us with their wealth, they need to understand who we are, what we stand for, and why we're the right people to guide them. This isn't about sales tactics, it's about authentic communication and demonstrating genuine expertise.

Equally crucial is the client fact-find process. Getting this right at the outset shapes everything that follows. A thorough, thoughtful fact-find builds trust, uncovers true needs, and creates the foundation for a lasting relationship. Mark's session reinforced that excellence in these fundamentals separates good advisers from great ones.

We closed the conference with an engaging session from two key partners. Matt Wintour, Head of International Distribution, and Nick Teo, Business Development Director at Canaccord Genuity Wealth Management, shared updated solutions and insights with the team.

What made this session particularly valuable wasn't just the product updates, though those were certainly important. It was the opportunity for our team to engage directly with experts, ask questions, explore possibilities, and deepen relationships that ultimately benefit our clients. These partnerships matter, and taking time to nurture them is an investment in our collective success.

Looking Ahead: Finishing Strong, Starting Fast

As we left the conference, the theme reverberated: Strong Finish 2025 for a Fast Start in 2026. These aren't just words, they're our commitment to ourselves and our clients.

The final quarter of the year is our opportunity to consolidate gains, strengthen relationships, embed the habits that matter, and position ourselves to hit the ground running when 2026 arrives. With industry recognition through our award nominations, a demonstrated commitment to responsible investment, and a team aligned around common goals, we have every reason to approach Q4 with confidence and purpose.

To everyone who contributed to making the conference such a success, thank you. Your engagement, your questions, your insights, and your dedication to our shared mission make Melbourne Capital Group what it is.

Here's to a strong finish and an even stronger start.

Together, we grow stronger.