How to choose a Financial Planner

Find a local Financial Planner Find a local Financial Planner using the industry’s professional association, The Financial Planning Association, https://fpa.com.au/.  Members of the FPA must adhere to professional standards and the FPA’s code of ethics. Check the Financial Planner’s Qualifications and Experience The minimum qualification your adviser should have is an Advanced Diploma in Financial Planning.  A…

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Sunshine Coast Retirement Planning – Should I invest in Sunshine Coast Residential Property or Shares? Which is best?

I love to invest in shares AND Sunshine Coast residential property.  Unlike the other two major asset classes – cash and bonds – shares and property offer income in the form of dividends from shares, and rent from property. As well as capital growth via share prices and property prices increasing. So, the question is,…

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Mike Beal Blog Post Saving and Budgeting tips - Mike Beal Financial Planning

Your Income After being a financial planner on the Sunshine Coast for many years it has become obvious that it does not matter what your income is, it’s what you do with your income that counts. I’ve seen couples with extraordinarily high income, couples earning over $400,000 p.a. who still, quite easily, spend more than…

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