Contact Mike Beal Sunshine Coast Financial Planner

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Pomona - "another beautiful part of the Sunshine Coast"

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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'.

Included in this service, Mike will:

  • send you preparation forms to be completed by you
  • carry out preparation to understand your situation better to maximise the meeting outcomes
  • meet with you for 1-1.5 hours
  • write post meeting diary notes and research
  • send you an executive summary with indicative ideas for your consideration

So even if we are not an exact fit, at the very least you will have some good financial strategies to consider.

Call Mike Beal

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

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Mike Beal Financial Planning, Proud Gold Sponsors of Mt Coolum Golf Club, supporting the Sunshine Coast!