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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The power of positive thinking
Have you ever had a day, or even a moment, where it felt like everything had just fallen into place and you were completely content? Or have you managed to talk yourself up to get through something challenging or difficult?
Your Super – Who to Nominate as Your Beneficiary?
Nominating your super beneficiary is something you have most likely been asked to do if you have a superannuation fund.
Consider making a (larger) personal deductible contribution before 30 June
By making personal contributions to your super, you may be able to claim a tax deduction to reduce your tax liability which may allow you to pay less tax and invest more in super.