The Perfect Choice Your Sunshine Coast Financial Planner, Mike Beal MFinP, MBA, ADFP, AFP®

mike-beal-best-sunshine-coast-financial-planner-sunshine-coast

Is Mike the best financial planner on the Sunshine Coast?

See what his clients have to say.

Financial planning reviews of Mike Beal financial planning, your local sunshine coast financial adviser.

Terry and Erica Murphy

We have known Mike for over 7 years and during that time have entrusted him for advice and management of our superannuation portfolio...

We have known Mike for over 7 years and during that time have entrusted him for advice and management of our superannuation portfolio. We have found Mike to be very informative and trustworthy. He is very professional in his approach and provides solid reasoning for any portfolio changes. We have been very happy with the overall long term performance of our portfolio even during recent market volatility. Mike does what he says he will do in a prompt and efficient manner. We have already recommended Mike to a number of our family friends and they without exception have been very satisfied with his advice. We would have no hesitation in recommending Mike to anyone looking for sound financial advice and or management of their portfolio.

Ray Stephens

Mike is very professional in his dealings with us. He has very good insight and knowledge in his field and our portfolio has grown under his guidance...

Mike is very professional in his dealings with us. He has very good insight and knowledge in his field and our portfolio has grown under his guidance.

Karl Baker

We arrived in Australia requiring financial advice around superannuation, personal insurances and retirement planning...

We arrived in Australia requiring financial advice around superannuation, personal insurances and retirement planning. Mike Beal went beyond our expectations in his advice. He has a thorough understanding of the intricacies and options involved as well as the wider context of our goals and situation. He provides solid, practical advise with the utmost integrity offering options that genuinely suit rather than chasing a commission payment. Highly recommended.

Mark Sykes

Mike has looked after my Superannuation Portfolio, Income Protection & Insurances for the past 10+ years. I have found Mike...

Mike has looked after my Superannuation Portfolio, Income Protection & Insurances for the past 10+ years. I have found Mike to be very honest, reliable & very trustworthy hence why I have kept my business with him all this time. We are in constant contact with Mike keeping me in the loop with whats going up with my personal Financials and constant investment updates & opportunity's. I have no hesitation & highly recommend Mike for all your financial planning requirements .

Sue Kelly

Mike is always extremely helpful and has shown great knowledge and attention to detail with our Super and Insurances...

Mike is always extremely helpful and has shown great knowledge and attention to detail with our Super and Insurances. He doesn't forget that he is dealing with people and families and his personal attention in that respect is second to none, you certainly don't feel like your "just a number". We would highly recommend Mike to anyone.

Christopher Beszant

Mike is always friendly & professional. He provides an excellent service and offers well founded and thoughtful advice. I am very happy...

Mike is always friendly & professional. He provides an excellent service and offers well founded and thoughtful advice. I am very happy to have Mike looking after my families financial planning.

John Sullivan

Mike has always been very helpful in answering my many queries in regard to Tax and Financial planning. He keeps abreast of the many changes...

Mike has always been very helpful in answering my many queries in regard to Tax and Financial planning. He keeps abreast of the many changes and can quickly establish how it might impact me and my situation which is never straight forward. Highly recommend Mike to anyone looking for Financial planning advice.

Todd Westwood

Mike helped us out with superannuation guarantee advice for our Australian based teams. He is very knowledgeable...

Mike helped us out with superannuation guarantee advice for our Australian based teams. He is very knowledgeable and professional. I would not hesitate to recommend him to anyone seeking financial advice in Australia.

Barry Goodin

I have been dealing with Mike now for many years. During those years my super has consistently grown in value. I would recommend Mike...

I have been dealing with Mike now for many years. During those years my super has consistently grown in value. I would recommend Mike to anyone who needs to see value and growth in their portfolio.

Anthony Nolan

For the last couple of years Mike has given me assistance regarding my investments. His advice and actions has resulted in healthy...

For the last couple of years Mike has given me assistance regarding my investments. His advice and actions has resulted in healthy investment returns. I would recommend Mike to anyone that requires professional financial advice.

Tim Shalders

Mike Beal has been looking after my portfolio for a number of years and has done a great job with a minimum of fuss and good attention to detail...

Mike Beal has been looking after my portfolio for a number of years and has done a great job with a minimum of fuss and good attention to detail. I would highly recommend Mike and his skillset to any prospective clients seeking a professional financial planner and he is a great bloke to boot.

 

Mandy O'Callaghan

I have known Mike for over 6 years. Excellent service and advice. I work extremely long hours and Mike is always happy to work...

I have known Mike for over 6 years. Excellent service and advice. I work extremely long hours and Mike is always happy to work around my availability. Friendly, knowledgeable and helpful.

Leo Murphy

Mike has been my financial planner for the past 14 years. He has successfully guided me through to a transition to retirement pension...

Mike has been my financial planner for the past 14 years. He has successfully guided me through to a transition to retirement pension. His personal and professional skills are highly regarded by me.

Peta Lillie

We are extremely happy with all aspects of our business relationship with Mike - great results, friendly service, easily contactable...

We are extremely happy with all aspects of our business relationship with Mike - great results, friendly service, easily contactable. We highly recommend him to anyone looking for an enthusiastic, well informed and talented planner.

Elisabeth Windrim

I have been a client of Mike Beals for nearly 8 years and have always been extremely pleased with how Mike explains my finances in...

I have been a client of Mike Beals for nearly 8 years and have always been extremely pleased with how Mike explains my finances in language I can understand and keeps me up to date at all times. Mike always makes himself available both by phone or email and I would gladly recommend him.

Proline Builders

Mike Beal has been very honest and knowledgeable in my financial planning and has helped me immensely in growing my share portfolio...

Mike Beal has been very honest and knowledgeable in my financial planning and has helped me immensely in growing my share portfolio. I can't recommend him highly enough.

Anthony Gilligan

With only 6 years till retirement age and the need to re arrange our whole financial strategy quickly, Mike took the time to listen to our needs...

With only 6 years till retirement age and the need to re arrange our whole financial strategy quickly, Mike took the time to listen to our needs. He put a plan in place that together, we feel very comfortable with but also, very confident it will achieve our goals. We could not be happier with his service and honesty and have had no hesitation in recommending him to family and friends.

Sue Alcock

Now I have stepped into the world of retirement I find Mike to be honest, friendly, professional and approachable re taking care of my finances...

When I was approaching retirement I interviewed many financial advisors and found they were all 'tarred with the same brush' in a negative way for me but now I have stepped into the world of retirement I find Mike to be honest, friendly, professional and approachable re taking care of my finances.

Nadine Hill

I was worried about how much I would need to retire on and not sure if I had the best super fund, I feel that Mike is an independent, impartial...

I was worried about how much I would need to retire on and not sure if I had the best super fund, I feel that Mike is an independent, impartial financial adviser as he advised me on multiple super funds from different providers. I am very comfortable recommending Mike to friends and family.

Tony Otton

As Accountants, we have found that our mutual clients have been very pleased with the service provided by Mike Beal...

As Accountants, we have found that our mutual clients have been very pleased with the service provided by Mike Beal.

Mike Beal Financial Planning

Financial Planning on the Sunshine Coast

What is it like to be a Sunshine Coast Financial Planning Client of Mike Beals?

  • Firstly I want to really understand your situation and what you want to achieve
  • I want to educate youInvestments and superannuation seem complex – but they’re not!  There are only 4 types of investment – cash, bonds, property and shares, they’re not nearly as difficult to understand as most financial professionals make out
  • I will respect your assets, regardless of the amount involved. It’s your money.  You’ve worked hard for it.
  • I want to solve your problems not sell you a product
  • I will monitor your progress towards your goals
  • I will keep in touch on a regular basis

Superannuation Advice & Planning

Superannuation offers the following advantages: 1. Low tax-rate environment prior to age 60 (max tax rate 15%) 2. Nil tax-rate environment after age 60 and 3. A wide range of investment options including cash, bonds, shares, and direct property via a Self Managed Super Fund. Mike can tailor the right superannuation plan for your needs.

Mike Beal Superannuation Planning and Sunshine Coast fee only financial planner
Mike Beal Sunshine coast financial planner Insurance Premium Savings

Sunshine Coast Fee only superannuation and investment advice - no commissions

Fee structures in superannuation can erode your nest egg. Through the use of exchange traded funds, index funds and a low overhead structure Mike can substantially reduce ongoing fees. Mike can also save you money on your insurance premiums with access to a range of insurers for life insurance, total and permanent disability, trauma insurance, and income protection insurance.

Why choose Mike Beal?

Obtaining information to make an informed decision is important however getting the right information is what can make the difference. Here’s why you should choose Mike

With over twenty years experience in the financial sector working with two of the four major banks Mike has the knowledge and expertise to customise a plan to your unique needs.

Because Mike works independently you aren’t just a number to him + Mike has access to technical, risk and investment research professionals who provide additional analysis on strategies.

Due to lower overheads than larger corporates Mike has the ability to reduce your fee structure and provide you with peace of mind with the security of the Charter Financial Planning network.

The Services Mike Provides

Each plan that Mike creates is unique and customized to the individual clients situation but here are an example of what could be included to give you an indication of Mike’s capabilities and knowledge.

Sunshine Coast Superannuation Advice

How to reduce your fees and maximise the returns from your super fund

Self Managed Super Funds to purchase property, Sunshine Coast

Is this the right super vehicle for you?

Minimise Tax

Often the number one expense people have is taxation – reduce your tax and increase your wealth

Sunshine Coast Insurance Broker

Mike acts as a broker to get you the best possible rate on your insurances

Sunshine Coast Retirement Planning

How much more do you need to save to achieve your goals?

financial-planning-chart-for-Mike-Beal-Sunshine-Coast-financial-planner

Ready to make a time to discuss your financial future with Mike?

Then book in an introductory session with Mike and find out what makes him different to other Sunshine Coast financial planners

FINANCIAL SERVICES AND CREDIT GUIDE

Download Financial Services and Credit Guide
Disclaimer: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.You need to consider your financial situation and needs before making any decisions based on this information.

BOOK AN INTRODUCTORY SESSION

Choosing a financial planner is one of the most important decisions you can make. A good financial planner will be with you for many years. It’s important the planner you choose is a good fit with you. To discover if Mike is right for you, book an introductory session now
 0409 799 279
    Monday – Friday
    9am – 5pm