Build Your Wealth and Financial Security with Sunshine Coast Financial Planning
Call Invest4Life on (07) 5456 1355 or use the form below to discuss your situation with our team, and start your journey to financial peace of mind.
Why Seek Financial Advice?
Everyone has financial goals and objectives. You may want to provide for your children’s education, pay off your mortgage, establish a family trust, or implement a tax-effective investment strategy.
Whatever your goals, you are much more likely to achieve them with the help of professional financial advice. With the globalisation of financial markets and the increasing complexity of superannuation, it is becoming very difficult to manage your personal finances on your own.
Invest4life’s business is structured to deliver the most effective financial solutions to our clients which will have a positive impact on their lives. We operate closely with our clients to provide the best resources for their needs, whether they are an individual, family or business.
We are distinguished by the strong relationships which are developed with our clients and have proven experience of over 17 years of planning and managing our client portfolios.
Financial Advice Survey by Investment Trends August 2012 “Advice and Limited Advice Report”
Ken Ramsay is our senior Financial Planner and business founder. A passion for assisting those looking to improve their financial situation drives Ken to continue.
Ken’s success and knowledge is shared by all his clients as he continues to work hard.
Specific Services We Can Advise On
For most people, superannuation is the most tax effective way to save for retirement. And, just as importantly, it can be the most tax effective way to generate an income stream in retirement. We can review your superannuation situation to help ensure your current arrangements are suitable, and provide advice on strategies to help you grow your balance for retirement.
The objective of our investment advice is to help you reliably generate the long-term net return you require in order to achieve your lifestyle goals, whilst ensuring that investment risk, investment tax and investment fees are all minimised on an ongoing basis. We can provide advice on new investment strategies for you or review your existing arrangements.
Invest4Life can provide advice on various personal insurance products, including Life, Total & Permanent Disability, Trauma, Income Protection and Business Expenses insurance to you. We research and compare products from a wide variety of insurers to choose suitable policies that will help mitigate your financial risk due to unforeseen events such as sickness and injury.
Invest4Life can advise you on the preparation for retirement, including the acquirement of income stream investments from pensions or annuities where necessary. Retirement Planning may also include a review of your Centrelink entitlements, as these pensions and allowances are often an important component of your cash flow stream in retirement.
Invest4Life is well trained to understand the complex nature of aged care, this includes helping our client’s understand the difference between needing to pay full price upfront for their residence or a reduced amount until they leave.
Your first meeting at our Sippy Downs, Sunshine Coast office is complementary, and is provided free of charge, as we look to see whether we can add value to your financial situation.
Request an appointment Booking / Make an Enquiry with Invest4Life
Monday – Thursday: 8 am to 5 pm
Friday: 8am to 12 pm
Saturday – Sunday: Closed