Welcome to Paul Melling Retirement Planning
"Securing Your Future with Expert Retirement Guidance"
At Paul Melling Retirement Planning, we specialise in providing expert financial advice to self-funded retirees and those preparing for retirement. With years of experience, we help our clients make informed financial decisions that secure their future.
As a family-owned business, we take pride in offering personalised service tailored to your unique retirement goals. We welcome new clients with a minimum investment portfolio of $1,000,000. However, exceptions are available for those with an existing CFS FirstChoice Account.
Though based in Heidelberg, VIC, we assist clients Australia-wide, ensuring a seamless and accessible approach to financial planning.
Our Services
Plan Today, Relax Tomorrow – Your Retirement, Our Priority.
Retirement Planning
Create a roadmap for financial security in retirement.
Wealth Management
Grow and protect your wealth with strategic investments.
Managed Portfolio Service
Professionally managed investments tailored to your needs.
Estate Planning
Work with external specialists to secure your legacy.
Aged Care Planning
Navigate aged care costs and options with expert guidance.
About Us
Trusted Retirement Planning for Over 30 Years
At Paul Melling Retirement Planning, we specialize in providing expert financial advice to self-funded retirees and those nearing retirement. With over 30 years of experience, we have helped thousands of Australian retirees secure their financial future and enjoy a comfortable retirement.
We welcome new clients with a minimum investment portfolio of $1,000,000, with exceptions for those holding an existing CFS FirstChoice Account.
At Paul Melling Retirement Planning, we specialise in providing expert financial advice to self-funded retirees and those preparing for retirement. With years of experience, we help our clients make informed financial decisions that secure their future.
As a family-owned business, we take pride in offering personalised service tailored to your unique retirement goals. We welcome new clients with a minimum investment portfolio of $1,000,000. However, exceptions are available for those with an existing CFS FirstChoice Account.
Frequently Asked Questions
Everything You Need to Know – Right Here!
We specialise in helping self-funded retirees and individuals who are close to retirement. Our services are designed for those with a minimum investment portfolio of $1,000,000, though exceptions apply for clients with an existing CFS FirstChoice Account.
Our office is at 1/486 Lower Heidelberg Road, Heidelberg VIC 3084. However, we assist clients across Australia, offering flexible consultations via phone and online meetings.
We are a family-owned business that prioritises long-term relationships and personalised financial solutions. As a member of Family Business Australia, we are committed to integrity, transparency, and expert advice.
Yes, we work with external specialists to provide estate planning and aged care solutions, ensuring that your financial and legal affairs are in order.
Simply contact us to schedule a consultation. We’ll discuss your financial situation, retirement goals, and the best strategies for securing your future.