Melbourne Capital Group Opiniões 

207
•
TrustScore: 5 em 5

4,9

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

After watching a general webinar covering topics on settling down in a new a country, Daniel Lees and Arafat Chowdhury reached out to me. This was a big decision for me and family, and what I liked mo... Ver mais

Classificada 5 em 5 estrelas

I was introduced to Adam Kinsey at MCG and have been working with him over the last year. He has been very helpful in consolidating my assets which were invested over various jurisdictions. I am happy... Ver mais

Classificada 5 em 5 estrelas

Our experience with Melbourne Capital has been excellent so far. We are first time investors and were initially fairly nervous about it all, however Ryan (our private wealth manager) has been very re... Ver mais

Classificada 5 em 5 estrelas

I have had a very positive experience with Melbourne capital group. My advisor Ryan Long has taken time out to give a thorough and detailed outlook for my future planning. This has been very well rece... Ver mais

Informações sobre a empresa

  1. Empresa de investimentos
  2. também em
  3. Companhia de seguros
  4. Empresa de planeamento financeiro

Escrito pela empresa

Melbourne Capital Group is focused on assisting Professional Expatriates, High Net Worth Individuals and International Investors meet their financial goals. Whether it's protection for you and the family or financial planning for the future, we have quickly established ourselves as the premier Investment Advisory firm in the Asia Pacific region.


Informações de contacto

4,9

Excelente

TrustScore: 5 em 5

207 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,9

Todas as opiniões

(207)

73 opiniões nos últimos 12 meses

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Classificada 5 em 5 estrelas

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 de maio de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

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 de fevereiro de 2024
Opinião espontânea
Classificada 2 em 5 estrelas

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.

7 de agosto de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

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 de maio de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

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 de maio de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

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 de maio de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

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.

1 de março de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Melbourne got me earning again

My previous financial company had let my account go stagnant. Jamie Bubb-Sacklyn managed to get it all sorted and transferred to Melbourne's care so that I'm now making money on my investments again

13 de maio de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Another productive meeting with Jamie

Had another face to face meeting with Jamie to discuss my investment performance to-date (performing well!) I had several queries regarding where to allocate other funds, Jamie gave me more excellent advice and clarified everything that I was unsure of. Jamie is always available to help either online or face to face at the MCG office. Still very happy I made the move to MCG.

6 de maio de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Melbourne Capital and Jake Mowson

Honestly, I have only good things to say about Melbourne Capital and my advisor, Jake Mowson. I was a bit reluctant in the beginning to trust someone with my savings, but the company was highly recommended by friends. After meeting Jake, I was confident to trust him and the company to manage my money. They have great saving plans, they are not pushy and cater for all kinds of liquidity levels. I am not a big investor, but I feel appreciated and my money in growing safely. Jake is great guy, we always have good chats not necessarily related to business only. Highly recommending him and the Melbourne Capital!

1 de março de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Very good experience with Melbourne Capital Group and Jake Mowson

Good experience so far with Melbourne Capital Group. I have been dealing with them for over a year now and I have been very happy so far. I'm dealing exclusively with their financial advisor Jake Mowson. He is very professional, knowledgeable and he is advising and helping me in building on for my future retirement. He is regularly checking on me and try to meet from time to time. He is always making himself available when we need. Great person to work with.

28 de março de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Jake and Melbourne Capital

I have been using Jake from MCG for the past two years and have been very happy with the comprehensive services provided. He brings a personal touch that spans all aspects of assistance an Expat would typical need. Happy to recommend him to anyone looking for comprehensive Expat financial and other support in Malaysia

27 de março de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Highly Recommended Advisor - Jake Mowson

I have been dealing with Melbourne Capital Advisor Jake Mowson for the past few years regarding life insurance, health care insurance and a regular savings plan. I have found Jake to be honest with a high level of integrity, responsive and knowledgeable when advising the best option that fit you personally. I highly recommend anyone to contact Jake for an open discussion.

5 de março de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Professional and Comprehensive Financial Services

Have been dealing with Jamie Bubb- Sacklyn for over a year now and its been great and very professional. Great service and very comprehensive products which also yield higher than expected results so far. Can definitely recommend!

18 de março de 2024
Opinião espontânea

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