Paul Melling Retirement Planning
486 Lower Heidelberg Road, Heidelberg, Victoria, Australia
About Paul Melling Retirement Planning
Welcome to Paul Melling Retirement Planning, a trusted establishment located at 1/486 Lower Heidelberg Road, Heidelberg VIC 3084, Australia. As a leading finance institution, we specialize in providing expert financial advice to self-funded retirees and those nearing retirement. With years of experience in the industry, we are dedicated to helping our clients navigate the complexities of retirement planning and secure a financially stable future.
At Paul Melling Retirement Planning, we understand the unique needs and challenges that come with retirement. Our team of experienced financial advisors is committed to working closely with you to develop personalized strategies that align with your goals and aspirations. Whether you're looking to grow your wealth, manage your investments, or create a sustainable income stream, we have the expertise and knowledge to guide you every step of the way.
To ensure that we provide the highest level of service and attention to our clients, we currently accept new clients with a minimum investment portfolio of $1,000,000. Additionally, due to regulatory complexities, we are currently only accepting new clients who already hold an account on the Colonial First State (CFS) FirstChoice administration system. This allows us to focus on delivering exceptional financial advice without compromising on quality.
As a member of Family Business Australia, we are proud to be part of a community that values the importance of family-owned and operated businesses. We believe in building long-lasting relationships with our clients, and our dedication to personalized service sets us apart from other financial institutions.
While our office is based in Heidelberg, we assist clients from all over Australia. Whether you're located in Sydney, Melbourne, Brisbane, or any other city, our team is equipped to provide remote assistance and ensure that distance is never a barrier to receiving quality financial advice.
Paul Melling & Associates Pty Limited, with ACN 006 425 092 and AFSL: 231247, and Melling Capital Management Pty Ltd, with ACN 167 165 684 and AFSL: 467702, are the entities behind Paul Melling Retirement Planning. With our extensive knowledge, expertise, and commitment to our clients' financial success, you can trust us to guide you towards a secure and prosperous retirement.
If you're interested in getting in touch with us, please provide your details in the chatbox below. Our team is ready to answer any questions you may have and help you take the first step towards a financially secure future.
Photos of Paul Melling Retirement Planning
1/486 Lower Heidelberg Rd, Heidelberg VIC 3084, Australia
Opening hours of Paul Melling Retirement Planning
Monday:
09:00 - 15:00
Tuesday:
09:00 - 15:00
Wednesday:
09:00 - 15:00
Thursday:
09:00 - 15:00
Friday:
09:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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