About Melbourne East Insurance & Financial Planning Services
We are a dynamic financial planning practice that offers solutions to clients in the areas of superannuation and retirement planning, investments, wealth creation, risk insurance and self-managed superannuation funds.
Based in metro Melbourne, we follow the principal of life-stage financial planning to help you build towards and achieve your financial goals - no matter what life throws your way.
We work in partnership with our clients to establish where you are now, what you want to achieve in the future and what you need to do to turn your financial goals into 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.
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View all articlesFinding joy in unusual places
Looking for some alternative and unusual ways to de-stress, relax and find a spot of joy?
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Rebalancing – what it is, why it matters
Whether you work with a financial adviser or manage your own portfolio of investments, it’s important to understand the role of rebalancing and regularly review your asset allocation.
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Bigger bonus for working pensioners is now permanent
Senior Australians can earn more from employment to address cost-of-living pressures without impacting their pension payments.
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