Contact Mike Beal Sunshine Coast Financial Planner

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Pomona - "another beautiful part of the Sunshine Coast"

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 a discovery session by completing this form.

The initial consultation fee is $350 + GST.  There is a Japanese proverb 'There is nothing more expensive than something free.' For Mike to come and see you there are communications back and forth, there is preparation work prior to our meeting, for example, Mike sends out various information and asks for information from you so as to get a better picture of your situation so that the time together does indeed add value, there is an appt which will generally take 1-1.5 hours, after this Mike must complete diary notes and do further research.  After this Mike will send you an executive summary that will provide for indicative ideas for your consideration - even if we are not an exact fit - at the very least you will have some good strategies for you to consider.

Call Mike Beal

Tower 2, Level 1
The Hive @ KonTiki
55 Plaza Parade, Maroochydore Qld 4558

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Mike Beal

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