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Victorian Financial Planning Services

At Paterson Retirement Planning we remove the financial complexity from your life, so that you can focus on what is important. Although we provide retirement advice to all, we hold a detailed understanding of the unique opportunities and financial issues faced by those within the education and broader public sectors.

We partner with clients seeking objective, unbiased and strategic retirement advice. Together we create your financial plan and guide you on the journey of achieving ‘your retirement, your way’.

info@plantoretire.com.au

(03) 9630 0991

Financial Services Guide

Paterson Retirement Planning Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd

ABN 54 139 889 535 AFSL357306 www.fortnum.com.au

Superannuation

When can I access my Super?

Retirement Planning

How much do I need to have a comfortable retirement?

Aged Care

Will I need to sell the family home?

Centrelink

Do I qualify for any concession cards or entitlement?

Director & Financial Adviser

Ed Paterson

Ed has a detailed knowledge of the retirement and financial issues faced by all employees and in particular, by those in the public sector. Ed is a director of the ASCA Charitable trust and the principal and founder of Paterson Retirement Planning. He comes from a large and close family and with four children, enjoys an active family life.

Ed Paterson is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

Financial Adviser

Rob Jowett

Rob has over two decades of experience in Financial Planning and a detailed knowledge of public sector superannuation. Rob ardently believes that everyone can benefit from sound, strategic financial advice and finds reward in removing the financial complexity in peoples lives to enable clients to meet their lifestyle goals.

Robert Jowett is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 535 AFSL 357306

Operations Manager

Marnie Roberts

Marnie has over 20 years experience in running small to medium size businesses. She is an essential part of the team overseeing the day to day running of the business and most importantly managing the client experience.

Customer Service Manager

Alexandra Pepprell

Alexandra was recently recruited from the education sector. As an Expert Teacher, across 30 years in the department of education, Alexandra has a wealth of experience and inside industry knowledge. She loves spending time with her family of two sons and her husband Michael, who is a retired School Principal.

Customer Service Officer

Michelle Paneth

Michelle started work in the Finance Industry in 2017. Her attention to detail and warm personality has seen her build strong rapport with clients. Michelle enjoys an active family life and is kept busy with her five year old son, Ariel.

Asscociate Paraplanner

Lachlan Paterson

Lachlan is currently studying a bachelor of Commerce, majoring in Economics and Finance at Melbourne University. In his spare time he enjoys basketball and weightlifting.

Paraplanner

Nick Bauranov

Nick began his Paraplanning career in 2015, He holds a Bachelor of Business, Masters of Applied Finance and a Diploma of Financial Planning. Nick has a passion for Marine life, enjoys snowboarding and loves to travel.

Customer Service Officer

Alannah Paterson

Alannah is an enthusiastic and driven Veterinary Science university student who balances her studies with a customer service role at Paterson Retirement Planning. She is passionate and always eager to help others, whether they have 2 legs or 4.

Associate Financial Adviser

Monique Message

Monique has over 20 years experience in the Finance Industry including 16 years as a Financial Adviser. On the weekends she enjoys spending time at her hobby farm in Central Victoria

Contact Us

info@plantoretire.com.au

Call us to make an appointment:
(03) 9630 0991

Office Location:
Level 2, 350 Collins Street,
Melbourne VIC 3000

Postal address:
PO Box 39 Flinders Lane,
Melbourne VIC 8009

We will be in touch shortly.

Evan, Mornington

"Robert is a excellent communicator who speaks in a language I understand. He took the stress out of the whole retirement process and allowed me to focus on the fun stuff. Thank you Rob."

Poppy, Tootgarook

"Ed's advice, knowledge and experience has given me peace of mind and the retirement I wanted. I have always received Ed's quick, full care and attention when I needed it."

Fiona, Lake Gardens

"Ed is highly skilled at explaining complex financial scenarios and options to best meet a client's needs over the long term. Utterly liberating!

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info@plantoretire.com.au (03) 9630 0991