Financial Planning

When was the last time you did a financial check list?  And what YOU need to know for the future of your family.

BDK Buscombe has a strong business relationship with the highly accredited and well respected company Invest4life Pty Ltd., 

 
Invest4life Pty Ltd., Head Office - Sunshine Coast.  www.invest4life.com.au

Ken Ramsay is the Principal of Invest4life -

Ken has had over 20 years experience in both the sales and advisory aspects of the financial services industry. After many years working in Central Queensland, Ken and his family moved to the Sunshine Coast in 2002. In this time, the business has continued to grow and  Ken is focused and passionate about developing long term relationships with his clients.
Australian Unity Financial Adviser of the Year 2013

Mr Ken Ramsay has won the prestigious Australian Unity Financial Adviser of the Year award for 2013.

Presented by Mr Steve Davis, CEO of Australian Unity Personal Financial Services, the award recognises excellence in financial planning.

Mr Davis said: Ken has won the award because of the amazing service and financial advice he provides his clients.

Ken is a top level financial adviser who is an expert when it comes to investments, superannuation, retirement and redundancy advice, and wealth creation and protection. His clients have greatly benefited from his advice and there's no doubt that Ken always has his clients' interests and financial well-being as his highest priority." Mr Davis added.

Mr Ramsay said he was honoured to receive the award, and paid tribute to his staff.

"The best part of my job is helping people. My clients come to see me because they need advice on how to structure their finances and investments so they can be financially comfortable for the rest of their lives. And when I can help them do that, it's great for them-and it's very satisfying for me," Mr Ramsay said.

Mr Ramsay explained that the clients he can help the most are typically those who are;

About to retire
Accumulating wealth
Needing risk insurance
In retirement
Facing redundancy
Selling their business
Investing a lump sum
Wishing to reduce their tax liability

Corporate Representative No 288512

For an introduction to the benefits of Invest4life, please contact our office on (07) 5443 3222.