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Financial Planning tips blog

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  • Super Balance

    What is the average super balance for age in Australia?

    By Sunshine Coast Financial Planner, Mike Beal
    March 13, 2021

    Here, your Sunshine Coast Financial Planner, Mike Beal, looks at the average super balances for different age groups in Australia…

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  • Mike Beal Ethical Investing

    How can I invest my Super in an Ethical Way in Australia?

    By Sunshine Coast Financial Planner, Mike Beal
    August 25, 2020

    What is Ethical Investing? Ethical investing, aka sustainable investing or socially responsible investing is where you consider not only the…

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  • Your Health And Your Wealth

    Your Health and your Wealth

    By Sunshine Coast Financial Planner, Mike Beal
    May 19, 2020

    “Get Rich or Die Tryin!” So says rapper 50 Cent.  Well, turns out he could have lost the tryin part. …

    Read More >>

  • How Will Coronavirus Affect My Superannuation

    How will Coronavirus affect my superannuation?

    By Sunshine Coast Financial Planner, Mike Beal
    April 14, 2020

      From Shane Oliver, Chief Economist, AMP.  Is coronavirus driving a recession, depression or an economic hit like no other?…

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  • Is It Worth It To See A Financial Planner

    Financial Planner, Is it worth it to see one?

    By Sunshine Coast Financial Planner, Mike Beal
    February 6, 2020

    Recently I employed a painter.  I could have done it myself.  On the face of it, it would be cheaper…but…

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  • Super Fund Fees Australia Explained By Mike Beal Financial Planner Min

    Super fund fees Australia explained by Mike Beal financial planner

    By Sunshine Coast Financial Planner, Mike Beal
    November 27, 2019

    Confused by the super fund fees structure in Australia?  You’re not alone!  Here’s a superannuation fee structure summary to help…

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  • How much money do I need to retire on the Sunshine Coast blog by Mike Beal Retirement Planner

    How much money do I need to retire on the Sunshine Coast?

    By Sunshine Coast Financial Planner, Mike Beal
    September 18, 2019

    How much money do I need to retire on the Sunshine Coast? Ahhh yes, good question! This is one of…

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  • Should I Wrap Up My Self Managed Super Fund By Mike Beal Financial Planner Of The Sunshine Coast

    Should I wind up my Self Managed Super Fund?

    By Sunshine Coast Financial Planner, Mike Beal
    September 3, 2019

    Recently I met a couple in Buderim on the Sunshine Coast.  They had a Self Managed Super Fund (SMSF) but…

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  • The nine most important lessons about investing by Mike Beal Sunshine Coast Financial Planner and Wealth Manager

    The 9 most important lessons about investing

    By Sunshine Coast Financial Planner, Mike Beal
    June 17, 2019

    I’ve worked in financial markets for over 25 years. Even before this I had a keen interest in financial markets….

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  • How to invest wisely by Mike Beal Sunshine Coast Investment Specialist

    How to invest wisely – inheritance, bonus’, lottery wins

    By Sunshine Coast Financial Planner, Mike Beal
    April 8, 2019

    How do I invest inheritance? How do I invest my bonus? How do I invest lottery winnings? The following information…

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

    Royal Commission Recommendations Summary

    By Sunshine Coast Financial Planner, Mike Beal
    February 18, 2019

    Mortgage Brokers Commissioner Hayne recommended the borrower, not the lender, should pay the mortgage broker. Hayne proposed that commissions be…

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  • Barefoot Investor Review by Mike Beal Financial Planner Sunshine Coast

    The Barefoot Investor Book Review

    By Sunshine Coast Financial Planner, Mike Beal
    January 10, 2019

    The Barefoot Investor Book Review (barefootinvestor.com) The author has a cult-like following so I thought I better have a read….

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Disclaimer: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.
You need to consider your financial situation and needs before making any decisions based on this information.

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