Tancred Melis

Background

About Tancred Melis

I’ve been a financial advisor since 1985 and, over the last three decades in the financial services industry, I have worked extensively with my current business partners at Morebo Group. I have focused my career on developing, building and managing retirement strategies for my clients, creating asset management plans that truly align with their life goals. I pride myself on the time I give to my clients, which is why I believe they remain under my care for so many years. I insist on spending time with them regularly, to understand their needs at various life stages. Together, we assess their risk profile, and ensure we’re always optimising their cash flow and asset allocation, and diversifying their portfolio when needed. At Morebo, we understand that trust is the most important attribute to build in business. When our clients trust us emphatically, we’re able to truly make a difference to their lives – and build a client base that grows and lasts. I’m incredibly proud of the Morebo team; watching them look after our clients, finish their studies, and grow their knowledge base is incredibly rewarding. When I’m not engaging with my clients, I enjoy travelling internationally, spending time in the gym and cycling.