Steve Melling

Paul Melling Retirement Planning

Platinum

23 Yrs Experience

Heidelberg, VIC 3084

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Paul Melling Retirement Planning is a family business established in 1985. With over 1000 happy long-term clients, we specialise in retirement planning advice and portfolio management to Australian retirees.

We specialise in ongoing advice and superannuation/pension fund management to members of Colonial First State FirstChoice.

Free initial consultation (usually zoom or telephone).

No fee for initial advice if you decide to become a long-term ongoing-fee client.

No fees for ongoing advice or reviews, other than our all-inclusive 0.55%pa asset-based ongoing fee.

Superannuation
Retirement & Pension
Growing Assets

No fee for initial consultation (usually zoom or telephone).

No fee for initial physical meeting.

No fees for ongoing reviews other than the 0.55%pa asset-based fee (below).

Ongoing fees of 0.55%pa based on investment portfolio.

5.00 September 2024

Very good

5.00 July 2024

Steve is very genuine and great to deal with. I liked how he gave forecasts to where I will be financially when I retire. The risks involved along the way, and some strategies to give my family the best shot at getting there.

He was pretty busy when I first booked and took a few weeks before I could get in, but I am glad I met with him and now feel pretty confident about my future finances in retirement (which is still a little way away). Thanks Steve and team for all your help, Az

3.50 January 2020

His investment strategy with our allocated pensions are very good.

4.75 January 2020

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.

5.00 January 2020

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.

Adviser status Platinum
Rating 4.67
Number of reviews 24
First year providing advice 2003
Years of experience 23
Highest qualifications
- Master of Applied Finance
- Master of Banking and Finance Law
Language spoken
- English