Who we are and what we do
At Melo, we work exclusively with financial planning firms to help them grow with purpose. We know the challenges you’re going through because we’ve been in your seat: giving advice, building teams, scaling financial planning businesses. Whether you want to streamline operations, energise your team, sharpen strategy or prepare for exit, we provide the tools, structure and support to make change happen. Our programmes combine an external perspective with practical know-how from working with hundreds of firms. The result isn’t just advice, but practical action and change you can feel, giving you confidence that your business is moving in the right direction.