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. …

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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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How to choose a Financial Planner

How to choose a Financial Planner

By Sunshine Coast Financial Planner, Mike Beal / November 20, 2018

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…

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How much does it cost to see a Financial Advisor on the Sunshine Coast

How much does it cost to see a Financial Advisor on the Sunshine Coast?

By Sunshine Coast Financial Planner, Mike Beal / October 17, 2018

First Meeting   Generally, advisers won’t charge you anything for the first appointment.  This is a good opportunity to see…

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