About Us

About Melbourne East Insurance & Financial Planning Services

Melbourne East Insurance & Financial Planning Services is a dynamic organisation committed to the success of your long term financial solutions. Following the principal of life-stage financial planning, Melbourne East Insurance & Financial Planning Services offers you an ongoing partnership to help you build towards and achieve your financial goals – no matter what life throws your way.

Melbourne East Insurance & Financial Planning Services is uniquely structured, offering solutions for all your financial needs. We provide a comprehensive range of services from financial planning, portfolio management, general insurance advice, tax planning, corporate superannuation and estate planning.

Our advisers provide comprehensive, professional and personalized services to help you achieve financial freedom.

We work in partnership with our clients to establish where they are now, what they want to achieve in the future and what they need to do to turn their financial goals into a reality.

Whether you’re starting out, nearing the end of your working life or somewhere in between, our advisers can work with you to ensure your tailored and strategic financial plan grows and adapts with you.

Please click here to download our Financial Services Guide.

About our advisers

At Melbourne East Insurance & Financial Planning Services, our advisers place a high importance on building and maintaining long term relationships with personal and business clients.

They takes pride in being financial planning professionals, and are highly qualified with the skills to meet your ongoing financial planning needs, as well as the expertise to keep abreast of the ever changing financial landscape.

Click here to meet the adviser.

An Melbourne East Insurance & Financial Planning Services adviser:

• is a qualified, professional financial adviser committed to ongoing education and training;
• can give you access to a wide range of quality financial solutions to help you meet your financial goals;
• will help you through the financial planning process by providing a range of educational materials to explain the strategy they recommend; and
• is an Authorised Representative of Consultum Financial Advisers Pty Ltd, holder of an Australian Financial Services Licence (AFSL) issued by the industry regulator, the Australian Securities and Investments Commission (ASIC).

About Consultum Financial Advisers

At Melbourne East Insurance & Financial Planning Services, we are proud to be an Authorised Representative of Consultum Financial Advisers (Consultum). Consultum is a national financial planning group created in 2006 following the merger of two leading Australian financial planning companies: Winchcombe Carson Financial Planning (Winchcombe) and Financial Partnership.

Established in 1979, Winchcombe was one of Australia’s pioneering financial planning groups. Financial Partnership, launched in 2002, was one of Australia’s first lifestyle financial planning groups, seeking strong, ongoing relationships with its clients throughout every life-stage.

Consultum also has the backing and resourcing of its parent company The IOOF Group, an ASX 200 listed company that has been looking after the financial security of Australians for over 160 years.