Start strong Progress quicker Exit confidently

Hello from Melo! The business lifecycle agency revolutionising the financial planning profession.

We'll be the salt to
your pepper

Your business
lifecycle

Let’s start by figuring out which stage of your business lifecycle you’re at right now.

Ready to launch

Push the throttle

Flying high

Prepare to land

Touchdown

What can we help you with?

Recruitment

Together, we’ll attract better hires and lock in this top talent.

Progress

Turn change into growth, unlock opportunities and power business impact.

Exit

Leverage our experience for the perfect landing – for you, your clients, and your team.

'elo from Melo

Lots of businesses claim to be game-changing. Ours really is. We call ourselves a business lifecycle agency. What’s that? Well, We educate, guide and support financial planning firms through every stage of their lifecycle. Get ready to Melo-fy your business and be a cut above the rest.

the full story

Their philosophy of "culture before cash" and genuine desire to make sure that business owners get the best possible fit and overall deal means I recommend them highly.

Dominic Rose

Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.

Pete Summerbee

Training & Competence Manager

Vicki and the team provided first-class support when we were purchasing a business. They have a great ability to see the commerciality and be open in their dealings with clients. This is very welcome at what is a stressful time, whether you are selling or buying a business.”

Helen Gott

Rachael was a great support in the identification and recruitment of financial planning talent. She understood the market and took time to understand the calibre of individuals I was looking for.

John Hill

I felt completely safe in Rachael’s hands and was very pleased with the introductions that were made. I’m pleased to say that this led to a successful placement. Thank you, Rachael.

Gemma Oliver

We had a great experience working with Ben and Izzy on strategic marketing workshops. They were a huge support from start to finish, thanks to their talented facilitation and organisational skills. Their knowledge and understanding of the financial planning profession was a big bonus too.