About Us

It’s true, teamwork really does make the dream work. When we formed Melo, we wanted to create a team that works together towards one shared goal, and that’s exactly what we’ve achieved. Not only do we support each other, we support the whole financial planning community and treat everyone with respect.

Honesty is our policy, no sugar-coating required. We believe in being transparent, ensuring integrity throughout the business. When mistakes are made, it’s vital to own up and put things right. We’re also welcoming of diverse perspectives, and feedback fuels our culture to improve our processes.

We’re a hugely experienced business lifecycle agency, bound together by a profound sense of conviction and unwavering alignment. We are grounded in ethical principles, we navigate our journey with a value-filled compass, always mindful of the significant impact we make within the financial planning profession.

We’re the champions of progress, turning every twist and turn into a thrilling ride toward new opportunities. Every setback is another opportunity to bounce back even higher. With an unwavering focus on results, a penchant for innovation, and an unconquerable resilience, we’re the dream team you’ve been searching for.