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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

Family Owned Business

Paul Melling Retirement Planning is a member of Family Business Australia.