How much money do I need to retire on the Sunshine Coast?
By Sunshine Coast Financial Planner, Mike Beal
September 18, 2019How much money do I need to retire on the Sunshine Coast? Ahhh yes, good question! This is one of…
Should I wind up my Self Managed Super Fund?
By Sunshine Coast Financial Planner, Mike Beal
September 3, 2019Recently I met a couple in Buderim on the Sunshine Coast. They had a Self Managed Super Fund (SMSF) but…
The 9 most important lessons about investing
By Sunshine Coast Financial Planner, Mike Beal
June 17, 2019I’ve worked in financial markets for over 25 years. Even before this I had a keen interest in financial markets….
How to invest wisely – inheritance, bonus’, lottery wins
By Sunshine Coast Financial Planner, Mike Beal
April 8, 2019How do I invest inheritance? How do I invest my bonus? How do I invest lottery winnings? The following information…
Royal Commission Recommendations Summary
By Sunshine Coast Financial Planner, Mike Beal
February 18, 2019Mortgage Brokers Commissioner Hayne recommended the borrower, not the lender, should pay the mortgage broker. Hayne proposed that commissions be…
The Barefoot Investor Book Review
By Sunshine Coast Financial Planner, Mike Beal
January 10, 2019The Barefoot Investor Book Review (barefootinvestor.com) The author has a cult-like following so I thought I better have a read….
How to choose a Financial Adviser
By Sunshine Coast Financial Planner, Mike Beal
November 20, 2018Find a local Financial Adviser Find a local Financial Adviser using the industry’s professional association, The Financial Planning Association, https://fpa.com.au/. Members of…
How much does it cost to see a Financial Adviser on the Sunshine Coast?
By Sunshine Coast Financial Planner, Mike Beal
October 17, 2018First Meeting Generally, advisers won’t charge you anything for the first appointment. This is a good opportunity to see…
Investment rules for success by Mike Beal, your Sunshine Coast Financial Adviser
By Sunshine Coast Financial Planner, Mike Beal
August 31, 2018Here are my top seven investment rules for success based on over twenty years working with clients as their adviser:…
Sunshine Coast Retirement Planning – Should I invest in Sunshine Coast Residential Property or Shares? Which is best?
By Sunshine Coast Financial Planner, Mike Beal
June 21, 2018I love to invest in shares AND Sunshine Coast residential property. Unlike the other two major asset classes – cash…
The Secret to Wealth Creation in Australia
By Sunshine Coast Financial Planner, Mike Beal
April 27, 2018Want to look at your Investment Goals? Want to know what to do with your Payrise? Best way to invest…
Saving and Budgeting tips
By Sunshine Coast Financial Planner, Mike Beal
March 30, 2018Your Income After being a financial planner on the Sunshine Coast for many years it has become obvious that it…
Financial Planning tips blog
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