Specialising in investment management and financial advice to retirees in Melbourne.
Minimum fee $2,750 per annum based on 0.55%pa of $500,000 invested.
His investment strategy with our allocated pensions are very good.
We have been clients of Steven (Paul Melling) for 28 years and have never had any reason to go elsewhere. Steven has assisted with a diverse range of issues including initial super monies (lump sums), annuities, shares, wills and investments to name a few. Having now entered the world of aged care with all it's complexities we will very soon be requesting his help to resolve the multitude of issues that will arise. We have complete faith that these will be addressed to our satisfaction.
Over the last 20 years my husband and I have been well advised by Steve and Melling Retirement Planning and it has ensured our retirement has been very secure and comfortable. We have always been very happy to recommend Steve to our Family, friends and work colleagues over the years and I will continue to do so as Steve explains things in a way that is very easy to understand and his knowledge and experience has been invaluable to me in recent times with a deceased estate.
I was referred to Paul Melling in approx 1997 and have had nothing but amazing service ever since. I would not hesitate to recommend the business to friends and indeed have done so over the years and many have taken up the recommendation and are still clients today.
Paul Melling and now Steve Melling have been very good investors for me as I am now too old to understand my finances
- Adviser status Platinum
- Number of reviews 22
- First year providing advice 2003
- Years of experience 20
- Master of Applied Finance
- Master of Banking and Finance Law
Paul Melling & Associates Pty LtdSuite 1, 486 Lower Heidelberg Road
Heidelberg, VIC 3084
- 10:00am – 3:00pm Monday – Friday
- In person
- Video call
Paul Melling & Associates Pty Ltd