Melo magic

Choose Melo as your trusted partner, and let’s conquer the financial planning world together.


Powerful alone.
Better together.

We’ve been part of the financial planning profession for a veeerrrrryyyyy looooonnnnggg time. We know it like the back of our hands. Here at Melo, teamwork isn’t just a concept – it’s who we are. When you choose to work with us, we become an extension of your team. Working together beats going it alone any day.

Just as you wouldn’t taste a cake ingredient by ingredient (ok, maybe the chocolate is an exception… and the batter), you won’t experience our services one by one. You’ll get the whole package as and when you need it during your lifecycle. Need a boost? We’re the rocket fuel to your dreams!

The first step is understanding where you are in the business lifecycle. Uncertain about where you are? No sweat! We’ll bring clarity to the table. Once we’ve charted your course together, we’ll whip up a strategy that will give your business wings.

Find out how

We're the Gandalf to your Frodo, The Obi-Wan to your Luke, guiding you through your business lifecycle

From those “aha!” moments to navigating through the twists and turns, seeing your business thrive fills us with pride, shining as bright as a disco ball at midnight.

Yellow Flower


Together, we’ll deliver better hires and lock in talent. We get the job done right.

Pink Blob


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

Blue Blob


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

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
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
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
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
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
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.
Debbie Brindley
Debbie Brindley
Marketing Manager

Bite size

From snagging top talent, to amplifying progress and mastering the arts of exits –
it’s all here in the blog.

take a bite


Leaders are readers: 4 inspiring book recommendations from Victoria Hicks

Every single member of the Melo board is a former business owner.…


When is the right time to exit your financial planning business?

Running a business takes passion and drive, not to mention a lot…


How goal-based planning can turbo charge your financial planning business

The most successful people in life rarely get there by chance. They…


Embrace leadership coaching to enhance your team’s true talent

While a few lucky individuals may have a natural ability to lead,…


Meet Ben Wright, Chief Innovation Officer & Director of Progress

Ben knows first-hand the challenges and rewards of working as a financial…

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