Conservative Investment Advice
Paul Melling Retirement Planning was founded in 1985 by Paul Melling. We specialise in retirement planning and investment advice to retirees and to those close to retirement.
The company is 100% family-owned, and has a conservative approach to investment management. Located in the Melbourne suburb of Heidelberg, we manage investments for clients all over Australia via our
Managed Portfolio Service.We do not charge entry fees or exit fees. We refund commissions to client accounts and charge a low annual adviser fee of 0.55%pa (including GST) of your investment portfolio. There is no charge for the initial or subsequent meetings. Clients can contact us by email, phone or in person as many times as they need at no cost other than the annual adviser fee of 0.55%pa.
Previous Get-Together Newsletters are available below:
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Post-Budget 2011
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Christmas 2010
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Post-Budget 2010
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Christmas 2009
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Post-Budget 2009
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Christmas 2008
To request a copy of our Services Guide click
here.