Our Offering

Experts in developing personalised wealth management strategies.

Whatever your financial goals are, we can help.

Sam Marsden, Jamie Bubb-Sacklyn and Farah Hashim having a discussion at Melbourne Capital Group

Personal Wealth Management

We listen to understand your unique circumstances and financial goals. We then harness our expertise and experience to develop personalised wealth management strategies to help you achieve them.

Jake Mowson and Tom Henson having a discussion at Melbourne Capital Group

Investments

My financial goal; growing my wealth.

We can develop a tailored investment portfolio.

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Education Planning

My financial goal; having the means to offer my children a first-rate education.

We can develop a financial strategy to cover your children’s education.

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Young asian family enjoying time together in kitchen with peace of mind and no financial stress

Retirement Planning

My financial goal; securing my retirement.

We can develop a personalised retirement roadmap.

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Grandparents going for a happy walk with grandchild with peace of mind and financial security

Estate Planning

My goal; securing my legacy.

We can help develop an all-encompassing estate plan and international will.

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Personal Protection

Insurance is key to successful financial planning, providing financial security when you need it most. If you are an expat, digital nomad or frequently travel for work, international life and health insurance are a must. We can secure you policies that fit your personal and budget requirements exactly.