Market Insights

Melbourne Capital Group expands its Private Wealth team with the appointment of Andrew Clarke, Daniel Lees, and Sam Harris. With deep industry experience and a shared commitment to client-focused advice, the new hires will support the firm’s mission to deliver holistic financial planning across Southeast Asia.

Melbourne Capital Group partners with Wise, easing clients’ global money transfers

We’ve partnered with Wise to help you move money internationally — faster, safer, and up to 4% cheaper than traditional banks.

Understanding Recent US Tariffs and Market Impact

Understanding Recent Tariffs and Market Impact

Global markets are volatile after sweeping US tariff announcements. Understand the economic context, potential policy responses, and investment implications as experts from CGWM and LGT Wealth provide insights.

The Melbourne Cup 2025

The Melbourne Cup Golf Tournament 2025 is back at Kota Permai Golf & Country Club. A day filled with golf, networking, and fantastic prizes awaits. Secure your spot today.

Is a Guaranteed Fixed Income Annuity Right for Your Retirement?

Discover How to Secure Guaranteed Retirement Income With Steady Returns Regardless of Market Fluctuations.

Melbourne Capital Group opens Wealth Management office in Straits Quay, Penang.

Melbourne Capital Group expands into Penang with a new office at Straits Quay, enhancing support for expatriates and professionals in the region. Learn more about our services and community-focused approach.

10 Financial Podcasts for Women: Building Financial Independence in 2025

Women are changing the game in finance—71% of Gen Z women and 63% of millennials are actively investing. We've curated 10 must-listen podcasts that break down investing, retirement planning, and wealth-building strategies for women in 2025. Check out the full list here.

Melbourne Capital Group recycled over 100kg of textiles with Kloth Circularity

Our team at Melbourne Capital Group Kuala Lumpur joined forces with Kloth Circularity to make a positive environmental impact. Together, we diverted waste from landfills, conserved resources, and reduced carbon emissions.

Ryan Long hosts Financial Literacy Workshop at Garden International School

Education

Ryan Long, Private Wealth Manager at Melbourne Capital Group, recently hosted a Financial Literacy Workshop at Garden International School. The session equipped Year 13 students with essential financial skills, from budgeting to banking, preparing them for university life.

Cash Flow Modelling for Retirement

Join us for an engaging webinar where they will be demonstrating cash flow planning to secure your retirement and maximise your financial future.

A Summer International Business Internship at Melbourne Capital Group

At Melbourne Capital Group, Sander from the Netherlands joined as an international business intern, driving strategies for Malaysian market growth while embracing the country’s vibrant culture.

From Sport to Teaching to Finance: How Ryan Long Found His Next Career Passion

Ryan Long shares how his passion for rugby shaped his career, the bold moves that took him from sports to teaching—and beyond, and his journey to becoming a Wealth Manager helping others secure their financial futures.

Melbourne Capital Group achieves CII Professional Partner Firm status

Melbourne Capital Group is proudly a Chartered Insurance Institute (CII) International Professional Partner Firm, reinforcing our commitment to ethical practices, professional excellence, and exceptional client service.

Celebrating a Year of Growth and Success at Melbourne Capital Group

Melbourne Capital Group closes 2024 with our Year-End Growth Conference in Langkawi, celebrating record growth with our valued sponsors and the upcoming launch of our Penang office.

Supporting the 2024 ABWM Christmas Bazaar with Expats Club KL

Relive the festive magic of the 2024 ABWM Christmas Bazaar. From heartwarming carols to exciting prizes, including a LEGOLAND trip we proudly sponsored with a touching twist.

A Festive Wrap-Up at our Christmas Cocktail Social

A Festive Wrap-Up at our 2024 Christmas Cocktail Social

A fantastic evening at our Christmas Cocktail Social with 120 guests. Big thanks to our partners for making it unforgettable. Here’s to a joyful festive season and an exciting 2025 ahead!

Key Highlights from LGT Wealth Management Market Outlook for 2024 and Beyond

Melbourne Capital Group, in collaboration with LGT Wealth Management, hosted an insightful market outlook session with Olivia Wingrove, Portfolio Manager at LGT. Key takeaways included resilience in global markets, US market trends, and opportunities in Asia.

A Toast to Excellence: A Private Dinner with Royal Brackla at Skillet Kuala Lumpur

Melbourne Capital Group hosted an exclusive year-end dinner at Michelin-selected Skillet KL, featuring exquisite whisky pairings by Royal Brackla. Guests enjoyed a curated menu, fine whiskies, and meaningful connections, celebrating the year's successes.

Optimising Pension Strategies for U.K. Expats: The Role of Specialised Wealth Management

Living abroad makes it easy to lose track of your U.K. pension, but staying on top of it is crucial for a secure retirement. Changes in pension rules, tax laws, and investment options can impact your financial future. Read more to stay informed.

Celebrating 50 Years of Unity and Heritage: Bharat Club’s Golden Jubilee

Melbourne Capital Group Sponsors Bharat Club’s 50th Year Golden Jubilee

Melbourne Capital Group proudly supported the Bharat Club's Golden Jubilee, celebrating 50 years of cultural heritage and community unity.

Trump’s Return: What it Means for your Investments and Financial Future

Explore Evelyn Partners' take on the projected 2024 election outcomes as Trump claims victory. Learn how expected policy changes could impact markets and investments, from tax cuts to deregulation and foreign policy shifts.

How the U.K. Autumn Budget 2024 Impacts British Expats and Non-Domiciled Individuals

UK Autumn Budget 2024 introduces key tax changes affecting British expats and non-domiciled individuals – from pension inheritance tax to a new residency-based tax regime. Planning ahead can make all the difference.

Portugal Golden: Your Gateway to European Residency

Portugal Golden Visa: Your Gateway to European Residency

Join experts Matthew Green and Michael Maxwell to learn about Portugal’s Golden Visa program, investment opportunities, tax benefits, and the pathway to residency and citizenship. Gain valuable insights on how the program can enhance your global mobility.

Melbourne Capital Group Celebrates Major Achievement in Malaysian Financial Planning arena

Education

Proud to announce that three of Melbourne Capital Group’s team members, Rob Atherton, Head of International Wealth; Jamie Bubb-Sacklyn and Luke White, Private Wealth Managers have earned their Certified Financial Planner (CFP) qualifications through the Financial Planning Association Malaysia (FPAM), reinforcing our commitment to excellence in financial planning.

Navigating U.K. Pensions While Abroad

Join our U.K. Pensions Series to learn how to manage your U.K. pension while living abroad. Our three webinars cover essential topics to ensure your retirement planning is on track.

The Expats Club's Halloween Event for Charity

Expats Club KL celebrates Raising over RM10,000 for Local Charities with a Halloween Fiesta.

The Expats Club (KL Curry Club), led by Joshua Webley and sponsored by Melbourne Capital Group and Royal St George, hosted its first Halloween event, bringing together over 60 expats and raising RM10,500 for the Lost Food Project.

Why British Expatriates Should Consider Seeking Advice on Their U.K. Personal Pension Schemes

Your U.K. personal pension scheme may no longer align with your financial goals, once you move out of the U.K. Discover how we help review and consolidate your pension to enhance flexibility, reduce costs, and ensure your wealth is passed on according to your wishes.

Rob Atherton Joins Melbourne Capital Group as Head of International Wealth

Melbourne Capital Group welcomes Rob Atherton as Head of International Wealth, enhancing advisory services across Asia. With Mark Owens now leading Strategic Growth and the launch of our Advisor Academy, we are set to shape the future of financial advice in the region.

Holistic Financial Planning: The Core of My Practice

Explore the value of holistic financial planning, where personalised advice meets comprehensive strategy. Learn how a tailored approach can help you achieve your financial goals across investments, tax planning, retirement, and more.

How a Financial Adviser Can Help with U.K. Pension Transfers to Offshore Pensions

Discover how transferring to an offshore pension could offer significant tax savings, greater investment choices, and more control over your retirement funds. Read the full article to see how expert financial advice can simplify the process and maximise your pension benefits.

The Benefits of the EB-5 Visa for Foreign Students & Graduates

Discover how the EB-5 Immigrant Investor Programme offers foreign graduates a route to U.S. residency and career opportunities. Matthew Green, Head of Residency & Citizenship at Melbourne Capital Group, highlights its flexibility, family inclusion, and pathway to citizenship.

Joshua Webley: Why I created The Expats Club community in Malaysia?

Expats Club KL helps make relocation easier with a supportive community. From food clubs to charity events, it’s a place to connect, enjoy new experiences, and give back. Read the full article to learn more.

Succession Planning with Multi-Jurisdictional Assets – The Role of Beneficiary Trust Structures

Managing assets across multiple countries can complicate inheritance planning, but a Beneficiary Trust offers a solution. Discover how this structure simplifies probate and preserves your estate’s value—no matter where your assets are located.

What Inspired Xavier's Move from IT in Belgium to Finance in Malaysia?

Discover Xavier Blaise’s inspiring career change and his role at Melbourne Capital Group, helping expatriates reach their financial goals with expert wealth management.

Melbourne Capital Group Teams Volunteers at The Lost Food Project to Fight Food Waste

Our team volunteered with The Lost Food Project, supporting their mission to reduce waste and "feed the hungry, not the landfill." It was an inspiring experience that left a lasting impact. Discover how you can make a difference.

UK Autumn Budget 2024: Anticipating Key Changes in IHT, Pensions, and more.

Stay up to date with our analysis of the UK Budget, offering insights on how the latest changes impact individuals, businesses, and the economy. Regular updates ensure you are informed on the key financial and economic takeaways.

Kazi Nishad's Inspiring Journey: From Sylhet to Centurion Award Success

Kazi Nishad's journey from Sylhet to global financial hubs has led him to win the prestigious Centurion Award at Melbourne Capital Group.

From Mortgage Adviser to Private Wealth Manager: Adam Humphries’ Journey across Continents

Discover Adam Humphries' remarkable journey from Mortgage Adviser in the U.K. to Private Wealth Manager at Melbourne Capital Group in Malaysia. His international experience across continents has shaped his expertise, enabling him to provide tailored financial advice with a strong understanding of diverse cultures.

Relocated to Malaysia? Here is your essential checklist

Join our webinar to get expert insights and resources to ensure a smooth start in Malaysia, covering key topics like visas, housing, healthcare, and legal protection.

‍Melbourne Capital Group Broadens Malaysian Wealth Management Offering with Strategic Acquisition of Licensed Local Company

Through the acquisition of Blueprint Planning, Melbourne Capital Group now provides Malaysian financial planning services and advise on Unit Trusts, Private Investment Schemes and EPF Optimisation.

How can Citizens of Countries that Restrict Dual Citizenship obtain Residency by Investment?

Discover how programs like the U.S. EB-5 Visa and Portugal’s Golden Visa allow you to live abroad without renouncing your original nationality.

Do we need to be worried about the U.S. fiscal deficit?

Discover why short-term worries may be overblown, as strong demand for U.S. Treasuries and robust domestic debt ownership help stabilise the situation. Learn more about the risks and why quality businesses offer protection in uncertain times.

MBS Invitational Charity Golf Day

How about a day of skill and networking on the green? Join us for the MBS Invitational Charity Golf Day. Play in the Individual System 36 format and compete for exciting prizes.

Mid Year Market Outlook Webinar 2024

Get a 30-minute update on how portfolios are positioned with key takeaways, followed by a Q&A with an industry expert.

Seminar: How to invest in U.K. property?

Unlock the potential of U.K. property investment with our 'hands-off, hassle-free' end-to-end solution.

Greece Golden Visa Programme Latest Updates. Act now to unlock European Residency

Greece Golden Visa Program allows you to live and travel freely across Europe in exchange for an investment. Discover how to obtain a permanent residency status and a pathway to citizenship in the EU.

New Minimum Investment Levels for Caribbean Citizenship by Investment Programs

As of June 2024, Antigua & Barbuda, Dominica, Saint Lucia, and St Kitts & Nevis have raised their citizenship investment thresholds. Gain greater freedom to invest, travel, work and live abroad with our citizenship programmes.

Joshua Webley's journey to becoming a Private Wealth Specialist and helping people relocate to Malaysia.

Discover how Joshua transitioned from a routine life in the U.K. to helping expats relocate to Malaysia with ease. His story is filled with adventure, expertise, and a passion for making your move seamless.

New MM2H Rules June 2024: Key Changes and Comparisons

Are you planning to relocate to Malaysia? The latest changes for MM2H program as of June 2024 is designed to attract a new wave of investors and younger applicants. From reduced age requirements to increased fixed deposits and property options, Malaysia My Second Home is evolving.

Melbourne Capital Group sponsors 76th Birthday celebration of His Majesty King Charles III.

Melbourne Capital Group proudly sponsored the 76th Birthday celebration of His Majesty King Charles III at the Majestic Hotel, Kuala Lumpur. Hosted by British High Commissioner H.E. Ailsa Terry CMG, the event celebrated UK-Malaysia relations with British cuisine and live entertainment.

We hosted a Family Day in collaboration with Wedge Range & Social Club.

Our Family Day was a fantastic event with safari-themed costumes, activities for kids, and socializing for adults. Portion of ticket sales were donated to the Shelter Home for Children charity, underscoring a day of fun with a purpose.

Embracing the Best of Both Worlds: Family-Friendly Life in Phuket as an Expat

Drew Mitchell, our Private Wealth Manager shares how he balances work and family whilst living as an expat in Phuket and commuting to work in Bangkok.

EPF Contribution for Foreign Workers: What Expats in Malaysia Should Know

EPF contribution for foreign workers in Malaysia. Expats, understand your EPF contributions, the rates, and what the 2025 changes mean for you.

Matthew Green joins Melbourne Capital Group to Launch Global Citizenship and Residency Team

Melbourne Capital Group welcomes Matthew Green to spearhead our new Global Citizenship and Residency team, assisting clients in obtaining residency and citizenship through investments.

Expats in Malaysia, are you maximising your EPF investments?

Discover the pros and cons of the EPF and tips to maximise your retirement savings as an Expat in Malaysia.

How to invest in U.K. property?

Unlock the potential of U.K. property investment with our 'hands-off, hassle-free' end-to-end solution.

Melbourne Capital Group hosts first golf tournament: The Melbourne Cup 2024

Relive the excitement of The Melbourne Cup 2024 golf tournament at the Kota Permai Golf & Country Club. Congratulations to all winners and everyone's efforts in raising RM1,900 for Shelter Home for Children Malaysia.

Thinking about relocating or retiring abroad?

Relocating or retiring abroad? Our informative webinar covers cost of living, taxes, residence programs, and more. Expat speakers share their experience. Register now for a smooth transition.

The Challenges To Retirement Planning For Expats

Learn what an expat financial expert has to say about the risks and challenges when it comes to retirement planning.

Melbourne Capital Group sponsored the 2024 Inter-Society Golf Tournament and raised over RM20,000 for charity.

Melbourne Capital Group helps raise over RM20,000 at the 2024 Inter-Society Golf Tournament. Find out who were the winning team this year and other tournament highlights.

How are British Expats affected by U.K. Inheritance Tax

How much of your Estate is at risk of U.K. IHT when you are both UK-domiciled?

We reviewed a British couple's assets and their tax liability. Sign up to our webinar to see how reduced their taxes to £26,000 through estate planning.

The Essential Estate Planning Checklist For Expats And High-Net-Worth Individuals

Protect your financial legacy with our essential estate planning checklist. Ensure clear documentation, analyze retirement costs, prepare beneficiaries, and explore trusts for a secure future. Contact Luke White, Private Wealth Manager at Melbourne Capital Group, for expert guidance.

True Cost Of Protection: Understanding Insurance For American Expats

Living abroad offers new opportunities but also brings unique challenges, especially when it comes to health and life insurance. Learn why opting for worldwide coverage is crucial and discover how to assess the true cost of protection using the three Ls.

Empowering Women in Finance: Insights from Melbourne Capital Group's Leading Ladies

Empowering Women in the Workplace: Actionable Advice from Our Ladies

On International Women's Day, we're honored to spotlight the remarkable women of Melbourne Capital Group.

Guide To Financial Planning For Mixed-Nationality Couples

Learn about the financial opportunities and challenges for mixed-nationality couples from Tom Henson, our Private Wealth Manager and a British expat in Malaysia. Discover benefits like international diversification and tax optimisation, along with challenges such as tax compliance and estate planning.

Melbourne Capital Group Directors Invited to Heriot-Watt University Malaysia's 'Driven by Purpose' Campaign Launch

We support educational excellence amongst the community and look forward to contributing to the Driven by Purpose program at Heriot-Watt University Malaysia.

How Non-UK Residents Can Apply for an NT Tax Code

Learn how anyone who receive UK-sourced income but live in a country that has a double taxation agreement with the U.K. can obtain an NT Tax code for tax-free earnings. We can help with tax-compliant pension management.

KL Expats Unite for Charity Through Curry and Networking at the KL Curry Club

The KL Curry Club is spicing things up for expats in Kuala Lumpur. This monthly event brings together people from around the world for delicious Indian food, networking, and even karaoke. The latest event saw a record turnout and raised money for a great cause. Read more to find out how you can join the fun at the next KL Curry Club.

Join our Q12024 Market Outlook Webinar with Pacific Asset Management

Stay ahead of the curve with Pacific Asset Management's concise market outlook webinar. In just 30 minutes, gain valuable insights into current portfolio strategies and key market trends.

Joshua Webley recaps our evening at The Royal St. Georges James Bond themed event

Take a peek at an evening filled with 007, Bond villains, magicians, martinis and a friendly game of golf to win a helicopter ride around Kuala Lumpur.

Balancing your Retirement Income & Expenses As An Expat

Identifying your expenses and outlining your budget is the best way to secure your retirement.

Celebrating Passion Beyond the Workplace: Jake Mowson's Thrilling Squash Showdown at the Royal Lake Club

Off the Clock: Jake Mowson's Squash Showdown at the Royal Lake Club

Join Jake Mowson, our Private Wealth Manager, on a gripping journey away from the financial charts and into the squash courts of the Royal Lake Club. In this excerpt, discover how Melbourne Capital Group champions not only professional success but also the pursuit of passions that shape a thriving team culture.

Value Vs Growth Investing, Which Side Are You On?

Understanding both investment strategies and how they work is key to building an effective investment portfolio.

Navigating Parenthood and Financial Security: My Journey as a Wealth Manager and Expat in Malaysia

Jake Mowson, shares his journey as a Private Wealth Manager and Expat in Malaysia into how he's ensuring his family's financial well-being.

Is It Time To Review Your Expat Insurance Coverage In Malaysia?

It can be difficult to determine when to review your insurance coverage, but an expat needs to know when and how to do it.

Thailand Expat Guide: Transferring Funds out of Thailand

Navigate the complexities of Thailand's financial landscape with our guide tailored for expats. Discover wealth management solutions, transfer tips, and expert advice for seamless international transactions.

Navigating the Thailand Financial Maze: A Credit Card Guide for Expats.

Thailand Expat Guide: Obtaining a Credit Card

Drew Mitchell, private wealth manager, provides insights on obtaining a credit card in Thailand as an expat, from benefits to challenges and recommendations based on his own experiences.

Melbourne Capital Group are partners of the Garden International School's THRIVE Internship Program

Melbourne Capital Group has created internship programs for Garden International School's THRIVE program and has hosted several interns in the past year. The programs are designed to give students an insight on how a private wealth firm operates.

Asset Formation 101: The Power of Compound Interest.

Understand the difference between compound interest and simple interest. How do these affect the growth of your assets over the years?

The importance of International Health Insurance for expatriates

It is important to check that your health insurance policies provide sufficient coverage while you live or work abroad. Discover the benefits and how we can help you find a suitable policy here.

Employee Wellness: Sound Healing at 3Rituals

Farah Hashim, Elmira Donald and Juria Hartmans experience their first sound bath therapy at 3Rituals as part of Melbourne Capital Group's effort in cultivating employee wellness.

Melbourne Capital Group attends Malaysia Championship Series 2023

Sam Marsden and Samer Obeid were invited by Campbell Tupling, CEO of Caterham Motorsports to experience an exhilarating day on the Sepang International Circuit tracks.

Why the Japanese should consider Managing their Wealth in USD instead of JPY

Wealth

Choosing the currency in how you manage your wealth is a crucial decision that can significantly impact your future financial stability. Find out how we can help Japanese expatriates grow their wealth in USD.

The importance of Credit Ratings as an investor

Melbourne Capital Group aids those who want to take their first steps into investments by sharing information on the importance of understanding credit ratings.

SunSocial: Your path to impactful investing and positive change

SunSocial offers you the chance to invest in social housing projects in the United Kingdom, aligning your investment journey with the transformation of communities in need. Read the benefits impact investing gives you, in comparison to traditional property investments.

Importance of International Wills for Expatriates

A will plays a crucial role in the distribution of assets and inheritance. Every country may be different laws and processes, so it is important to prepare early for any unforeseen circumstances.

When should Millennials and Gen Z start planning for retirement?

We break down strategies on how millennials around the world should be funding their retirement, with examples on maximising your pension contributions and moving around the world as a young expatriate.

The Difference Between Asset Formation and Asset Management

Asset formation and asset management or investment management play a crucial role for individuals looking to build financial security and grow wealth. If you are a new investor, understand the differences here.

How much does it cost for a International School and University education abroad?

Education

We can help Japanese families with education plans to fund their children's international education in Malaysia and abroad. Contact our private wealth team today.

Tips for Managing High-Risk Assets and Low-Risk Assets

Efficient asset allocation and risk management are crucial elements in maximising returns while minimising losses. Our Private Wealth team explains the basics of diversification for new Japanese investors.

The Importance of Having a Will: Lessons from Aretha Franklin's Case

We identified the key lessons that could have been learned and offer guidance on how to establish a will and handle estate planning more effectively.

Pacific Asset Management Investments Strategic Outlook for H2 2023 and beyond.

Pacific Asset Management Strategic Outlook for H2 2023 and beyond.

Kal Murray, Private Wealth Manager at Melbourne Capital Group summarises his key takeaways from the recent webinar with PAM’s Chief Investment Officer, Will Bartleet and Chief Sustainability Officer, Will Thompson on portfolio performance and their overview of the macro world.

High-risk and Low-risk Financial Products

We break down some examples of high and low risk assets for Japanese expatriates interested in investing abroad.

Navigating the Global Markets in 2023 with Janet Mui

Kal Murray, Private Wealth Manager, summarises his key takeaways from Janet Mui's webinar on current economic data and how it will affect markets over the next year.

Factors affecting the increase in the Nikkei Stock Average.

Our team elaborates on the factors causing the increase in the Nikkei Stock Average. We provide support to those who want to take the first step towards investment by understanding your appetite to risk and proposing the most suitable options from a wide range of investment choices.

Will Planning vs Estate Planning: What's The Difference?

Wills and estate planning are necessary safeguards that keep you and your family away from unnecessary hassle and burden during tough times. They ease the management of your assets and allow your wishes to be fulfilled in your absence. ‍Contact Melbourne Capital Group today if you’re looking for experienced professionals who offer estate planning and will writing services in Malaysia.

Decrease in Asset Value due to Inflation?

Inflation actually has a significant impact on our assets. Discover low-risk and long-term strategies to combat significant fluctuations in asset prices.

A Guaranteed Contribution Plan linked to the S&P500

Discover how a regular contribution plan linked to the S&P500 index can grow on an average of 10% over the past 10 years.

U.S. Estate Tax for Non-Americans

Michael Garcia explains the implications of U.S. estate tax for non-resident aliens, its impact on U.S. assets, and strategies to reduce tax liability.

Building your Child’s Education Fund and your Retirement Savings