Mike Beal Best Sunshine Coast Financial Planner

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Who is Mike Beal

Mike is originally from New Zealand. Mike’s parents are also financial planners – it runs in the blood! Mike started his career as an investment adviser in London and worked extensively throughout Asia, including advice to expatriates in Indonesia, China, and Thailand. Mike then moved into bank financial planning, working as a Senior Financial Planner with both ANZ Bank and Westpac Banking Corporation.

Mike has a wealth of knowledge and experience that spans over twenty years. Honest and reliable, when you spend time with Mike you will walk away not only with additional knowledge but also with a sense of knowing that he genuinely cares about your financial future. Mike enjoys golf, travel, dining out and socialising with friends.

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Advice process for Mike's Sunshine Coast Financial Planning Clients

  • Firstly I want to really understand your situation and what you want to achieve
  • I want to educate youInvestments and superannuation seem complex – but they’re not!  There’s only 4 types of investment – cash, bonds, property and shares, they’re not nearly as difficult to understand as most financial professionals make out
  • I will respect your assets, regardless of the amount involved. It’s your money.  You’ve worked hard for it.  I will respect it.
  • I want to solve your problems not sell you a product
  • I will monitor your progress towards your goals
  • I will keep in touch on a regular basis
Jenny assistant to Mike Beal Sunshine Coast Finanacial Planner

Meet Jenny Gilligan

Jenny has been working in financial services for over 20 years on the Sunshine Coat, Jenny is a Sunshine Coast local and works from home in Buderim.  Jenny enjoys travelling and is a frequent visitor to Japan.  Jenny enjoys skiing, spending time with her family including two children (at university in Brisbane) and her crazy Cocker Spaniel rescue dog, Koah.

Jenny Gilligan
Personal Assistant to Mike Beal
jenny@mikebealfp.com.au

Ready to make a time to discuss your financial future with Mike?

Then book in an introductory session with Mike and find out what makes him different to other Sunshine Coast financial planners

FINANCIAL SERVICES AND CREDIT GUIDE

Download Financial Services and Credit Guide
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.

BOOK AN INTRODUCTORY SESSION

Choosing a financial planner is one of the most important decisions you can make. A good financial planner will be with you for many years. It’s important the planner you choose is a good fit with you. To discover if Mike is right for you, book an introductory session now
 0409 799 279
    Monday – Friday
    9am – 5pm