Wealth Management
Smart Wealth Management for a Secure Tomorrow
Managing your wealth effectively is key to maintaining financial stability and growth. Our expert team helps you make informed investment decisions to ensure your assets work for you.

Effective wealth management is essential for a confident and stress-free retirement. At Paul Melling Retirement Planning, we help self-funded retirees and those approaching retirement in Melbourne make the most of their financial resources. Our tailored wealth management strategies are designed to maximise retirement income, protect your assets, and ensure long-term financial security. Whether it’s optimising your superannuation, managing investment portfolios, or planning for tax efficiency, we work closely with you to align every decision with your retirement goals.
With decades of experience supporting Melbourne retirees, we understand that managing wealth in retirement requires more than just investment advice. Our comprehensive approach considers lifestyle needs, market conditions, and family legacy planning, giving you the clarity and confidence to make informed choices. From consistent income generation to risk management and estate planning, we ensure your retirement plan evolves with you — so you can enjoy the lifestyle you’ve worked hard to achieve.
How We Help Our Wealth Management Services
Investment Planning
Strategic asset allocation to maximise growth while managing risk.
Portfolio Diversification
Reduce risk through a mix of investments tailored to your needs.
Risk Management
Safeguard your wealth against market fluctuations and economic changes.
Ongoing Monitoring & Adjustments
Regular portfolio reviews to keep your finances on track.
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.