Financial advice Sunshine Coast - Buderim, Maroochydore, Mooloolaba and surrounds
I am Josh Mechielsen, your Financial Planner for Mortgage Choice Buderim and the Sunshine Coast.
My passion is helping my clients gain control over cashflow to gain a surplus, using surplus cashflow to pay of debt, and using equity to build wealth. A very big part of this is making sure you protect you greatest financial asset – your income, as well as protecting your loved ones and yourself should anything happen to you.
I have been involved in the financial services industry since 1993. During this time I have gained a wealth of knowledge and experience which I use everyday to help my clients solve whatever financial problems they may have and to help them achieve their financial goals.
My experience and expertise allows me to assist clients at any stage of their financial lives, from young clients just starting out, to providing cashflow solutions and debt reduction strategies to build equity all the way through to pre retirement and retirment strategies. No matter what stage of life you are at I can add value to what you are doing.
Some of my clients prefer to manage their superannuation themselves with most purchasing either residential or commercial property via a self managed super fund. I am able to establish the fund, design the investment strategy for the fund, ensure you have a thorough understanding of your roles and responsibilites as Trustee of the fund and help you put in systems to ensure the fund remains compliant.
One the most neglected area in most people’s financial life is Estate Planning. Whilst nobody wants to think about their own death, once we have a family we have a responsibity to make sure our partner and children are ok should we die or be severaly disabled. I have seen the worst of this in my career and I am now passionate about making sure that my clients are adequately insured and that they have a well structured Will so their wishes are carried out – particularly in the new age of blended families.