Melbourne Capital Group

Financial Operations and Advisory
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122 reviews
Overall Rating
Customer Reviews about

Melbourne Capital Group

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David

5.00/5.00

"Experienced, professional Financial Advice"

If you are looking for experienced, professional (yet friendly) financial advice and guidance, Melbourne Capital Group is second to none. Approachable, friendly people, no jargon, no wild science, just expert financial advice, backed by a professional, efficient service. I have been a client for eight years now and my investments are in the best possible hands.

15/05/2024

Paulo Padilha

5.00/5.00

"A New Step in My Financial Life"

After being invited by Juria Hartmans and some meetings with Tom Henson, I felt much more confident in applying my resources with MCG. What I liked most was a personalized treatment, understanding my specific needs at the current stage of my life. In addition to provide a guidance to the best investments in my case, the treatment was always friendly, kind, without the excessive formalities that could prevent me for explaining clearly my objectives. I really recommend the company for this guidance in the financial aspects.

14/05/2024

Henry Lindberg

5.00/5.00

"My funds under another company were not…"

My funds under another company were not performing at all but after Tom Henson reviewed my plans. He made changes and now making money again. Great customer service and able to explain clearly why we need to make changes.

14/05/2024

Quentin C

2.00/5.00

"No worries it's "A" Rated"

They took over my bonds because they did hire the best financial advisors in Malaysia: Jake

Well of course they didn't help at all to recover my money. At least Jake took the bonus!

Don't trust this type of companies, don't give them your money. Do your own research, invest yourself on ETF or index.

14/05/2024

Darryl Gibson

5.00/5.00

"Our financial advisor has been stellar…"

Our financial advisor has been stellar - more us becoming a friend rather than simply being clients. Good advice, cheerfully offered, with lots of room for discussion from both the advisor side and our side.
No hard-sell of any one idea, platform, or investment strategy, and our advisor has been quick to backtrack or move ahead to find solutions that fit our actual financial position, and our desire to safeguard capital without resorting to stuffing it into our mattress.
No belittling of some of our sillier ideas, but taking a hard look at the ideas and agreeing or disagreeing with politeness and serious alternatives if the initial idea was indeed silly.
Overall, we are very happy with our advisor, with management of our portfolio, and with the fees.
Many say you get what you pay for, and we feel we have received far more value from our payments than we would have with a "cheaper" option.
We feel a fee-based advisor arrangement benefits both sides - no pushing of the highest return to the advisor at the expense of the client, nor touting solutions that might be of more benefit to Melbourne, but not for us.
In short, we have received accurate, effective advice, had fun during consultations, and learned a lot. Our advisor also went the extra kilometres to resolve some sticky financial questions he could easily have said were not within his bailiwick, nor within his obligations.
This is what makes a company and an advisor very worth having a serious relationship with.

13/05/2024

Martin Fearns

4.00/5.00

"Better performance"

Since being taken over by Melbourne, my investments have performed better than ever, considering the current financial climate.

13/05/2024

Ian

5.00/5.00

"Regular portfolio updates"

I've been working with Michael Garcia for a number of years now and our quarterly update meetings - which usually last for an hour or so - gives me the confidence that my investments are in good hands and any adjustments to the portfolio are always discussed in detail.

13/05/2024

Brenda

5.00/5.00

"My investment manager is outstanding"

Our investment manager, Jamie, is outstanding. He guided my husband and I through a transfer from our previous investment company to Melbourne, discussed our financial needs and goals and gave us sound advice on investment strategies. He is always available to answer our questions, and is simply a wonderful person!

13/05/2024

Rogerio Andrade

5.00/5.00

"Good advices"

Kal Murray always provides me with good investment recommendations that fit my profile

13/05/2024

Max Stossel

5.00/5.00

"Personal Advisor Importance"

Not sure about the company, itself as I only have contact with my personal advisor which has guided me already for years starting with his previous employer. Based on his recommendations I have had substantial growth in my portfolio by re-investing profits obtained in form of interest payments on bond performance.

13/05/2024
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