Paul Melling Retirement Planning was founded in 1985. We are located in the Melbourne suburb of Heidelberg and are 100% family-owned.
We continue to serve our long-established retail client base and do now accept some new clients where they are able to satisfy the definition of wholesale clients under the Australian Corporations Act. Generally this means having net assets (including your house) of at least $2.5 million and the ability to invest in excess of $500,000 outside of superannuation.
New clients who meet this definition may contact us on 03 9450 5000.