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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’.

(03) 9630 0991


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

ABN 54 139 889 535   AFSL357306



When can I access my Super?


Retirement Planning

How much do I need to have a comfortable retirement?

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Aged Care

Will I need to sell the family home?



Do I qualify for any concession cards or entitlement?

Contact Us

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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