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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Its our business to know your business
If you are a small business owner you would know the importance of having a good team behind you. That includes a team that can help look after your finances, talk to you about appropriate business insurance and discuss succession planning for when you decide to wind up the business, or you are forced out due to ill health or death.
Financial tips that anyone can use
There are lots of tips when it comes to getting ahead, financial speaking. Most of them are really simple - if you’re struggling to get on top of your finances take a look at our suggestions and make a commitment to just start with one. If that works, maybe you will want to tackle a few more.
Quarterly Economic Review - September
The COVID-19 pandemic remains a major feature on the global stage, although with growing vaccination rates and declining cases, the focus has shifted to China and inflation.