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.
Request a call
Contact our friendly team today
Our services
View allArticles
View all articles
Music, maestro!
It’s never too late to learn a musical instrument. And, as well as picking up a new skill, learning a musical instrument can have a whole host of other benefits too.
Read more
Do I need life insurance once I retire?
Getting older means you can finally start to enjoy your life’s work. But just because you’ve hung up your employment boots, life can still throw some unexpected curveballs at your retirement goals, so it’s worth being prepared.
Read more
Make your tax cut work for you
You may pay less tax when tax cuts take effect from 1 July. While the tax savings will depend on your circumstances, it’s important to think about the best way to use them.
Read more