Mike Beal Ethical Investing

What is Ethical Investing? Ethical investing, aka sustainable investing or socially responsible investing is where you consider not only the returns of the investment but also the implications of ESG (Environmental, Social and Corporate Governance).  Ethical funds will screen out investments such as firearms, fossil fuels, pornography, gambling, tobacco and/or other types of investments that…

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Your Health And Your Wealth

“Get Rich or Die Tryin!” So says rapper 50 Cent.  Well, turns out he could have lost the tryin part.  it’s ‘Get Rich or Die’. Because it turns out that death and wealth are inextricably linked.  Intuitively most people know this.  A person living a hard life with manual labour, having more stress, less money,…

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How to invest wisely by Mike Beal Sunshine Coast Investment Specialist

How do I invest inheritance? How do I invest my bonus? How do I invest lottery winnings? The following information is general information only – all advice depends upon your individual circumstances. For customised financial advice please contact Mike Beal your Sunshine Coast Investment Specialist. 1. Debt Repayment You’ve probably heard of the ‘magic of…

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Royal Commission Recommendation Summary by Mike Beal Sunshine Coast Financial Planner-min

Mortgage Brokers Commissioner Hayne recommended the borrower, not the lender, should pay the mortgage broker. Hayne proposed that commissions be banned for mortgage brokers. There is an irony that the big banks, if this is enacted, will not have to pay brokers and therefore will become stronger and competition will be reduced. The commission rates…

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