Paul Melling Retirement Planning specialises in providing financial advice to retirees and to those close to retirement. We welcome new clients with a minimum investment portfolio of $1,000,000 or a minimum investment portfolio of $500,000 if already invested in Colonial First State FirstChoice - the investment platform upon which our Managed Portfolio Service operates. Please note that we do not provide advice on direct shares, direct property, Self-Managed-Super-Funds, MySuper accounts, gearing, insurance, 'wrap accounts" or mortgages. What do we provide advice on? Establishing tax-free retirement income streams for retirees using professionally managed funds in a top-quality pension fund administration system - CFS FirstChoice. We also provide advice in relation to non-super unit trusts, also using the FirstChoice administration system. If you are interested in getting in touch, please chat to us in the chatbox below or email reception@melling.com.au
