Melanie Nutbeam
Senior Associate
Melanie assists her clients to make informed financial decisions.
As a highly accredited and award-winning financial planning professional,
Melanie has helped her clients save, build wealth, review and manage share
and property portfolios, buy homes in Hong Kong and elsewhere, optimize tax
across jurisdictions, structure assets, arrange finance, review insurance
needs, educate children, prepare wills, set up and transfer pension funds,
and transition to a happy retirement.
A member of the Hong Kong business community since her arrival from
Australia in 1993, Melanie has helped develop personal financial management
strategies for CEOs, corporate managers, entrepreneurs, and the partners and
senior staff of legal, accounting, architectural and engineering firms.
Melanie is as equally comfortable helping build wealth for younger clients
as she is looking after the needs of seasoned clients. She is a favored
financial advisor and wealth manager for both male and female professionals
and executives.
Melanie is a CERTIFIED FINANCIAL PLANNER TM (Australia), has a Diploma of
Financial Planning, a Post Graduate Diploma in Applied Finance and
Investment, and is a graduate in Law from Auckland University. Melanie is a
Director of the Australian Chamber of Commerce in Hong Kong and Macau, as
well as being actively involved with various Hong Kong clubs, associations,
and not-for-profits.