Melbourne Capital Group Reviews 

I'm an expat living in Thailand and recently had the pleasure of working with Daniel Lees and Noah Sabki from Melbourne Capital Group. I was looking for reliable health insurance, which is not that easy to get in Thailand. Daniel has been of great help in being able to secure a really good package for me. Noah has been very helpful in coordinating our convenient online meetings. I can really recommend Daniel and Noah for any expat in Thailand who needs this kind of essential cover in place. Daniel is very attentive and did an excellent job of analyzing my essential needs in this regard. We've had weekly follow-up meetings and its always a pleasant experience talking with him. We are currently also in the final stages of securing life insurance and investment options for me. Thanks Daniel and Noah - I'm looking forward to our upcoming sessions.

I have been dealing with Daniel Lees. A very positive experience. He has completely revamped my investment portfolio, analyzed in great detail my retirement goals and provided me with a clear strategy. For the first time I have a clear picture of my retirement options. Highly recommended.

During my 6 years living in Malaysia as an expat, I had the pleasure of Michael Garcia working as my personal financial advisor at Melbourne Capital. Michael was incredibly professional and reliable, always willing to meet and discuss current status of my investment portfolio. Throughout ups and downs, he proactively checked in and made sure I was confident with the strategy. I would highly recommend Michael and Melbourne Capital for any expatriate in Malaysia looking for a trustworthy advisor for investment management and savings management. Thanks for all of their support during my time as an expat!

Excellent service - professional and friendly. Reports received are thorough and informative. Nick was clear about what he offered and the investment worked really well for me.

Tom Raynor has been excellent to work with in developing our investment strategies and future planning. Having never had a dedicated investment advisor, Tom made the process simple for us to understand and gave us the confidence to proceed. There was never any pressure to move forward and allowed us to take our time and ensure it was the correct decision for our family to make.

Tom is an excellent communicator and I would recommend him to anyone looking for investment advice.

I was fortunate enough to get acquainted with Tom Raynor and knew within the first meeting that I had found my financial advisor. He takes a pragmatic, thoughtful approach to financial planning and investment decisions, always focusing on what makes the most sense for his clients rather than pushing products or agendas.
What sets him apart is his willingness to acknowledge when a topic falls outside his immediate expertise and proactively connect clients with the right industry specialists. This ensures that I receive the best possible guidance, even in complex situations.
His knowledge of investment opportunities and market dynamics has been extremely valuable, and I appreciate his professionalism, responsiveness, and client-first mindset. If you're looking for a trusted advisor who provides practical advice without pressure, I would strongly urge you to give MCG a call and request Tom Raynor.

From the very start, my Private Wealth Manager Adil Rafiq has been an absolute professional, offering a well thought out and planned investment strategy that exceeded my own plan and my expectations of Melbourne Capital Group. This was so important for me as an expat.

Adil makes himself available at any time to discuss strategies or any queries that I had. I definitely can’t recommend him enough!

When I began planning for my retirement, one of my primary priorities was to obtain trustworthy advice on how to invest my savings. During this period, I became aware of Melbourne Capital Group and Mr. Adil Rafiq, who took a genuine interest in understanding my personal situation, financial goals, and, most importantly, my profile as an investor.

As I was—and continue to be—a beginner in the investment field, he presented various options and guided me through them in a clear, patient, and structured manner. This approach made me feel comfortable and confident that my finances were being managed responsibly.

I have now been working with Melbourne Capital Group for almost two years, and my experience remains consistently positive. I continue to feel well supported, and during this time, my portfolio has grown beyond my expectations. Mr. Adil Rafiq closely monitors my account, and we maintain regular meetings to review and assess investment performance.

Overall, I am very satisfied with the service provided and appreciate the ongoing professionalism, guidance, and care. I look forward to continuing this successful relationship in the years ahead with confidence and optimism.

I have been approached on LinkedIn by Adil Rafiq from Melbourne Capital and I had a wonderful experience with this organisation. The services proposed really fit my needs and even went beyond my expectations. I highly recommend this organisation and specially Adil Rafiq for any financial advisory, investment services.

As an initial experience in having an investment manager, Adam Kinsey has given me his dedicated professional effort and a generous amount of personal time to guide me through a potentially stressful financial transition as my Ardan International Investment Fund slowly became a reality.

Looking ahead, Adam is also guiding me with regard to mitigating future Inheritance Tax issues, capital growth management, and much needed support in dealing with the United Kingdom HMRC.

Overall, my experience of working with Adam so far has been to witness his constant professional support in sharing with me a personalised future financial planning model, due diligence in dealing with my many questions, and positive support through the seemingly inevitable slow processes of international banking and investment fund management.

Thank you, Adam!

I met Adam Kinsey at a Curry Club dinner and realized he and Melbourne Capital could help me with a problem. I moved to Penang from the U.S. in April 2025 and thought I had all my financial accounts in order. Only after moving did I realize that the U.S. has stringent reporting rules for expats, something that has led financial institutions to simply stop servicing expats. After discovering I had relocated, one of my U.S. banks sent a notification that they would be closing my accounts, and the investment management group at Fidelity told me I could invest on my own, but they could no longer manage my account. Also, the reality of trying to do business with the time zone difference hit home. I laid out my situation with Adam, and he and the Melbourne Capital team were able to develop new solutions for me that met all the requirements and allow me to have a local single point of contact. My experience so far has been excellent.

I found navigating wealth management as an expat living in Malaysia very "taxing". That is, until I connected with the Melbourne Capital Group, above all Adam Humphries. The local team very expertly steered me through a tricky transfer to another UK pension scheme with a recalcitrant trustee. I am very pleased with how that process went as well as the investment choices that I was either provided with or discussed with the wealth manager.

I discovered Melbourne Captital Group through Joshua Webley, who, in his capacity as Business Manager has gained a wealth of knowledge and experience which he has been most generous in sharing, providing me with great support in tackling all manner of issues requiring specialised guidance.
Through MCG, I have attended extremely
informative seminars, both virtual and live, that Joshua has presented together with highly credentialed experts on a myriad of topics, including - navigating the unique general and regulatory Malaysian landscape, health insurance, taxation, investment strategies, personal financial management.. all from both local and international perspective as expats require.
Joshua has been an indispensible source of one on one specific advice, through his own wisdom as well as his connections through MCG. Along the way, I have also met with a number of his executive and financial adviser colleagues, observing first hand the harmonious culture and impressive range of bespoke services offered by MCG... a team of which Joshua is, clearly, an integral member - highly valued by his peers, clients (of which I know a good number) and the broader expat community.
In short - whatever help you require.. financial advice, investments, insurance, relocating.. ANYTHING you need to know as an expat in Malaysia, I cannot recommend Joshua highly enough as the go-to person! 👌

I had an excellent experience working with Daniel Lees, advisor at Melbourne Capital, who provided thoughtful, professional guidance on setting up an education fund.

Over 3-4 dedicated sessions, Daniel delivered well-researched advice tailored to my goals, thoroughly evaluating options like investment vehicles, risk profiles, and long-term growth potential. Their client-centric approach—clear explanations, no pressure, and proactive follow-ups—made complex financial planning feel straightforward and trustworthy.

I appreciated Daniel's diligence in understanding my needs and delivering comprehensive recommendations. Highly recommend for anyone seeking dependable wealth management!

I have been a client of Nick Chilver for many years, and throughout our time together, I’ve always known that both my future and my finances are in calm, professional, and deeply knowledgeable hands. Nick possesses a rare blend of positive energy and expertise that instills a true sense of security. I rely on his supportive, professional guidance to make well informed investment choices. It is a profound comfort to know I can count on his unwavering reliability and knowledge to guide me. Most of all, I know Nick is always there to talk to me, genuinely cares for my wellbeing and is always looking out for the best interests of myself and my family. Nick is much more than just an advisor.

I just started investing with Melbourne and the engagement and professionalism provided to me by Adam Humphries has been amazing. Adam has provided me with relevant and bespoke investment options. I’ve made one lump sum investment and I top up my investments every month which is preceded by a 30 minute call with Adam to discuss options and strategies.

I’ve had the pleasure of interacting with David Domoney at Merlbourne Capital Group for the past year and his expertise in wealth management is truly impressive. He provides clear, actionable insights on expat services, particularly around pensions and local tax considerations, making complex issues easy to understand and navigate.
David also brings strong knowledge of property and investment opportunities, offering well‑researched guidance that balances risk with long‑term value. What stands out most is his focus and perseverance, he consistently follows through, ensuring that strategies are well understood, designed but also effectively implemented.
For anyone seeking reliable, thoughtful advice on expat financial planning, property or investments, David is a trusted professional who delivers with clarity and dedication.

Brian has been an outstanding thought partner and financial advisor as I navigate through my financial planning. He brings a wealth of experience and knowledge on a broad range of topics but when required is also able to deep dive in offering practical and actionable advice, most of which I have taken!

He has helped me with a number of topics ranging from investment options, property investment, wealth protection and creation and position exposure (inheritance tax etc.)

Since the beginning of our partnership, Brian has always been prepared and succinctly answered my questions but he is also brings the invaluable quality of asking what a certain position means to me and whether I have considered alternatives!

Brian's ability to listen first, analyze and then provide options underpinned by my context make make him a standout thought partner and advisor to me.

So far it has been excellent experience even though I haven’t yet come to the finals and make the investment. What I can say is that the service, attention and transparency from Adil Rafiq (MCG) has been a hall mark. I’m sure we will do business in near future.

I would like to sincerely thank Melbourne Capital Group for the outstanding support and guidance provided throughout my ongoing journey exploring immigration opportunities. In particular, Mr. Green has been exceptional his expertise, dedication, and consistent follow-through have made this experience both reassuring and productive for myself and my father.

Mr. Green’s professionalism and attention to detail stand out. He not only presents well-researched and suitable options, but also takes the time to ensure we understand each step of the process. His ability to communicate clearly and his responsiveness to our questions have helped ease what could otherwise be a very stressful process.

One of the most helpful aspects of this experience is the summary provided after each consultation. These documents are clear, actionable, and serve as a valuable resource for tracking progress and making informed decisions. It’s a thoughtful addition that reflects the high level of care and organization Melbourne Capital Group brings to its services.

Beyond the technical knowledge, Mr. Green has also shown genuine care and cultural sensitivity in his interactions with both myself and my father. His patient, respectful, and solutions-focused approach has built a strong sense of trust and partnership that we truly appreciate.

Overall, I am very pleased with the support I’ve received and would confidently recommend Melbourne Capital Group to others seeking personalized, professional guidance in immigration and investment-related matters. Thank you again for your commitment and continued support.

Warm regards,
Sarah E,