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Mike Coady

DipPFS FIoD FF.ISP
Wealth Strategist & Financial Adviser

With extensive experience spanning wealth management, financial strategy, and cross-border planning, Mike Coady is dedicated to helping clients achieve financial independence and security.

Mike’s approach centres on delivering tailored wealth management solutions that reflect each client’s unique goals and circumstances. From investment analysis to portfolio optimisation, his comprehensive strategies aim to grow and protect wealth over time, ensuring clients are well-positioned to reach their financial objectives.

A specialist in tax efficiency, retirement planning, and property investment, Mike works with individuals to minimise tax liabilities, create sustainable retirement plans, and identify lucrative property opportunities. For corporate clients, he offers bespoke financial strategies designed to meet organisational goals while mitigating risk.

Mike’s commitment to client success extends beyond individual planning; he frequently hosts educational seminars and workshops, empowering clients with the knowledge to make informed decisions about their financial futures.

Qualifications & Awards

DipPFS FIoD FF.ISP

Areas of Expertise

Mike is fully qualified to advise on a wide range of financial planning areas, including:

  • Wealth Management & Portfolio Optimisation
  • Tax Efficiency & Liability Mitigation
  • Retirement & Lifestyle Financial Planning
  • Property Investment & Asset Protection
  • Insurance & Risk Management
  • Corporate Financial Strategies

Mike’s client-first philosophy, combined with his strategic approach to wealth management, has made him a trusted adviser to individuals, families, and businesses worldwide.

Take A Look At Some Of Mike 's Client Reviews

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Watch Some Of Mike 's Latest Webinars

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