Contact Mike Beal Sunshine Coast Financial Planner

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Pomona - "another beautiful part of the Sunshine Coast"

Email Mike Beal

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Your Name*

Your First Name* Your Last Name*

Your Email*

Your Age

Your Mobile Number

Do you own your own home?

Yes

What is the value of your home?

Your mortgage amount?

Do you have superannuation?

Yes

Who is your super with?

What is the approx balance?

Do you have any other major assets or liabilities?

Your Occupation?

Your Approximate Income?

What are your main goals that you wish to achieve by seeing a financial planner?

Do you have a partner?

Yes

Partners Name

Partners First Name Partners Last Name

Partners Age

Partners Occupation

Partners Approx. Income

How many dependents do you have?

What are their ages?

List each age separated by commas

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 $400 + 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.