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Our first interview is at no cost and no obligation. The initial appointment will help us understand your goals and aspirations for the future. We will also discuss how we can help you on your financial journey.

Our vision “Improving the lives of those seeking financial freedom for retirement and beyond”

Meet The TeamMike McLeod

Mike McLeod

Certified Financial Planner

Mike moved from Sydney to Brisbane when he was 1 year old. He grew up in Brisbane and then moved to the Darling Downs in his early 20’s. In his mid 30’s he moved to Mackay which has  been his home ever since. He loves Mackay because it reminds him of Brisbane in the 60’s, which was a great place to grow up. It basically is a country town turning into a city so you get the best of both worlds.

Mike has been providing financial advice for over 25 years and has been a Certified Financial Planner since 2001.  He was the first FPA Chapter Chair when the local chapter was reformed in the late 90’s.

His greatest achievement has been raising 5 kids who have all grown into fine young adults. Mike enjoys bike riding, golf and try to keep fit, however he lives in a big old house and most of his spare time is spent fixing, maintaining and generally renovating the house. ( Sometimes a 2 bedroom unit on the river sounds like a great idea).

Mike says that “financial advice is incredibly important and over the years he has been able to look back and see many clients who have been able to retire in a far better position that they could ever imagined due to good advice”.

“Good financial advice is nothing more than helping people get where they want to be and frankly I can’t see myself doing anything else in the future”

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