Mike Beal Financial Planning

Mike has been exceptional in his understanding of our retirement requirements. He is able to explain investment advice clearly and we have found that advice to have been very rewarding.
Apr 21st, 2023

Mike provide us excellent and sound advise with our recent retirement. We would recommend Mike to anyone who is about to retire
Jan 2nd, 2023

I reached out to Mike via email and after a few back and forth emails he offered me an initial consultation, I asked if we could have a quick phone chat beforehand to see if we would be the right fit (I offered to pay him for the call). Several days later he replied with Ill go with not the right fit - my niche is pre-retirees with large investments to manage on an ongoing basisso my hourly rate tends to be very high, hence even the initial meeting fee of $350is not really worth it for me. If you plainly advertise what type of clients you want on your website you wont get enquiries from undesirables.
Oct 13th, 2022

Mike really put things into perspective for us. We now have long and short term goals in place to get us where we want. We will definitely be checking in with Mike along the way to keep us on track. Thank you for your advice. Leonie and Jake.
Jul 17th, 2022

I reached out to Mike for some advice on long term savings options. I found Mike to be genuine, approachable, and spot on with the options he presented. He took the time to understand me, my needs and situation, and then he presented well thought out options. Highly recommend.
Jul 10th, 2022