Managed Portfolio Service
Expertly Managed Investment Portfolios
Our Managed Portfolio Service takes the guesswork out of investing. We provide professionally managed investment portfolios designed to align with your financial goals and risk tolerance.
Paul Melling Retirement Planning helps over 1,000 Australians enjoy greater peace of mind in retirement. Through comprehensive retirement income modelling and tailored investment strategies, we provide clients with a clear understanding of their financial future.
One of our key offerings is the Melling Managed Portfolio Service, designed to simplify the investment process while aligning with your long-term goals.
This exclusive service allows our team to actively manage your portfolio with a focus on generating strong, consistent returns and reducing volatility. It’s a personalised approach that puts your financial wellbeing first—so you can retire with confidence and focus on what matters most.
Why Choose Our Managed Portfolio Service?
Hands-Free Investing
Let our experts handle the complexities of portfolio management.
Customised Investment Strategies
Tailored to your financial objectives and market conditions.
Regular Adjustments & Monitoring
We proactively manage your portfolio to optimise returns.
Transparent & Accountable
Stay informed with detailed reports and insights.
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.