Melo

Prepare to land

Getting ready for touchdown is the most crucial part of your journey.

Navigating the final approach

You’ve built your firm from the ground up and you can’t remember a time before the demands of your business took over. From becoming a trusted partner to your clients to helping them achieve their goals, whilst navigating a complex financial and regulatory landscape, you’ve done it all.

Every great journey reaches its destination. The sooner you figure out your exit plan, the clearer you’ll see where you and your firm are headed and the smoother the landing will be.

You’ve only got one shot at a smooth landing, so it’s important to plan your exit in the right way, at the right time, and with the right people (that’s us).

Working our Melo magic

Yellow Flower

Recruitment

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

Pink Blob

Progress

We’ll help you make the changes to maximise your value.

Blue Blob

Exit

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

Ready to launch
Push the throttle
Flying high
Prepare to land
Touchdown
Airplane
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
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