Steve Melling

Steve is very genuine and great to deal with. I liked how he gave forecasts to where I will be financially when I retire. The risks involved along the way, and some strategies to give my family the best shot at getting there.

He was pretty busy when I first booked and took a few weeks before I could get in, but I am glad I met with him and now feel pretty confident about my future finances in retirement (which is still a little way away). Thanks Steve and team for all your help, Az

His investment strategy with our allocated pensions are very good.

We have been clients of Steven (Paul Melling) for 28 years and have never had any reason to go elsewhere. Steven has assisted with a diverse range of issues including initial super monies (lump sums), annuities, shares, wills and investments to name a few. Having now entered the world of aged care with all it's complexities we will very soon be requesting his help to resolve the multitude of issues that will arise. We have complete faith that these will be addressed to our satisfaction.

Over the last 20 years my husband and I have been well advised by Steve and Melling Retirement Planning and it has ensured our retirement has been very secure and comfortable. We have always been very happy to recommend Steve to our Family, friends and work colleagues over the years and I will continue to do so as Steve explains things in a way that is very easy to understand and his knowledge and experience has been invaluable to me in recent times with a deceased estate.