Invest4life Financial Planning

Established in 2000, Invest4life is a team of experienced professional financial advisers and staff, dedicated to providing sound financial advice to enable you to achieve financial security and a comfortable retirement.

In 2002, the company relocated itself to the Sunshine Coast where we have grown into a select financial planning business with a proven record of excellence and innovation.

Our financial advisers’ advice and recommendations are the result of a logical six step financial planning process.

Our advisers are committed to obtaining a full understanding of our client’s unique needs and tailoring their advice to maximise the benefits of all available opportunities and strategies.

We leverage our global research capabilities to give advice that will meet your personal needs and objectives. And, as Invest4life is not owned or controlled by a bank or financial institution, you can be confident that our advice is based only on your needs.

Invest4Life can offer a comprehensive review of your personal finances. This includes, but is not necessarily limited to;

- Wealth Accumulation: Investment Advice
- Wealth Protection: Insurance Advice
- Superannuation Advice & Strategy
- Retirement Planning & Aged Care Advice
- Forward Wealth Planning and Projections
- Estate Planning
- Gearing Strategies & Debt Management
- Loan Health Checking

We offer a complimentary consultation, so you can meet an adviser in person and they can understand your situation to identify what strategies you may like to pursue to maximise your financial situation and future.

Invest4Life Pty Ltd (ABN 21 108 300 483)
is a corporate authorised representative (288512) of:
Australian Unity Personal Financial Services
(ABN 26 098 725 145)
AFS Licence No. 234459
114 Albert Road, South Melbourne, VIC 3205