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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Quarterly Economic Review - 30 June, 2021
The COVID-19 pandemic remains a major feature on the global stage, although global economic recovery continues, with the JP Morgan Markit Global Composite PMI remaining positive.
Understanding changes to granny flat arrangements
On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements, making it easier for older Australians to enter formal granny flat arrangements with the added protection from possible financial abuse if circumstances within the family change.
Navigating your way through a redundancy
The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-19¹. If you are facing a possible redundancy at work due to the aftermath of COVID-19, or a company restructure, this is considered a significant life event that may impact your career, family, mental health and financial wellbeing.