Nothing stands still for long in this profession, but we’re always clued up.

Tree roots

We know networks

Running a financial advice firm can be overwhelming – trust us, we’ve been there! In fact, the entire Board of Directors at Melo is made up of ex-business owners. We’ve walked in your shoes, felt your pain, and faced the same challenges you’re dealing with. We’re the reinforcements you never knew you needed.

Whether you’re running a DA firm and considering joining a network, moving networks, or joining one for the first time, you need to speak to us!

We know the financial advice network space well. We get it; there’s no one-size-fits-all solution. We will help you shortlist your options and give you unbiased guidance as to where would be the perfect fit for you, your clients, and your big business plans.

Stuck? We've got solutions!

Whether you’re directly authorised (DA), an appointed representative (AR) or registered individual (RI), you might be pondering…

  • “Could I achieve more in a better environment?”
  • “Other advisers have access to better technology or better support. How do I achieve this for my business?”
  • “Can I deliver a better service for my clients without getting them to pay more?”
  • “How do I get more support around me and my business?”
  • “Am I paying a fair amount to my existing network?”
say 'elo'
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 was contacted by Jaine and from the beginning she was very professional and not at all pushy. I would recommend any of my friends or ex-colleagues to Jaine.
Steven Kay
Steven Kay
Independent Financial Adviser
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
Helen stands out from my experience of dealing with her peers in the industry because she was keen to spend time getting to know me as an individual and what exactly I was looking for.
Julia Zhu
Julia Zhu
Chartered Financial Planner
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Say 'elo

We’ve got our thinking caps on and we’re ready to mingle.

    How can we help?