Ken Ramsay

Invest4Life Pty Ltd

Silver
23 Yrs Experience
Sippy Downs, QLD 4556
For over 2 decades, Ken has been providing professional financial advice to valued clients throughout Queensland and Australia. Having the philosophy of 'always give the client the best advice for their personal situation' has lead to organic, referral-based growth for Invest4life. Clients value a genuine relationship, tailored advice, and ongoing support that allows their goals and dreams to become reality. Invest4life, with Ken's leadership, has grown from an insurance-centered business to a full-service financial advice practice offering services and advice for those starting out on their financial journey to those who are now reaping the rewards of sound financial advice and strategies that have brought their financial goals to life. We welcome new clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Typically we charge asset-based fees for our ongoing advice, however, we can tailor our fees based on the needs and situation of the client.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Margin Lending and Geared Investments
    • Risk Management for Financial Services Professionals
    • Entry Level Competencies
    • Investment Planning 1
    • Superannuation and Retirement
  • Language spoken
    • English

Invest4Life Pty Ltd

1 University Way
Sippy Downs, QLD 4556

Opening hours

  • 8:00am – 12:00pm Friday
  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

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5.00

"Ken has given me advice on my personal insurance needs for over 10 years now. His advice has always been clear and focused on what I actually need to protect my income and family. Annual reviews have lead to modifying cover amounts as my needs have changed and sometime considering other insurance companies to get the best premium and policy. I think Invest4life gives good advice and would recommend to others who need advice on personal insurance."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Insurance Protection

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Risk Management for Financial Services Professionals

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2001

Entry Level Competencies

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2001

Investment Planning 1

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2002

Superannuation and Retirement

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2001

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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