Estate Planning (In Partnership with External Specialists)

Plan Your Legacy with Confidence

Estate planning ensures your wealth is protected and distributed according to your wishes. At Paul Melling Retirement Planning, we collaborate with trusted estate planning specialists to help you secure your legacy.

Estate planning is a crucial part of retirement that ensures your wealth is protected and distributed according to your wishes. At Paul Melling Retirement Planning, we help Melbourne retirees create a clear, legally sound estate plan that reflects their values and secures their family’s future. Whether you’re looking to minimise tax, support your loved ones, or create a lasting legacy, we provide practical guidance and trusted advice to make the process simple and stress-free.

Our estate planning services are integrated into your overall retirement strategy, working in harmony with your investments, superannuation, and income streams. We collaborate with legal and tax professionals to ensure every aspect is handled with care, from setting up wills and powers of attorney to structuring assets for efficient transfer. With thoughtful estate planning, you can retire with peace of mind knowing that your legacy is protected and your intentions will be honoured.

Estate Planning Services Include

Wills & Trusts

Ensure your assets are distributed according to your wishes.

Tax-Efficient Wealth Transfer

Minimise tax burdens on your beneficiaries.

Power of Attorney & Guardianship

Appoint trusted individuals to make financial decisions if needed.

Asset Protection Strategies

Safeguard your wealth for future generations.

Plan today for peace of mind tomorrow. Contact us for expert guidance.

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.

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