Welcome to KeyInvest, Adelaide
KeyInvest is a leading Australian provider of Financial and Retirement Services, based in Adelaide, South Australia. Specialising in Lending, Investment Bonds, Retirement Living and Insurance Services, KeyInvest tailors products to meet your individual needs.
What we do
KeyInvest's Investment Bond products have many features that put them amongst the most flexible investment products in Australia. Our Life Events Bonds can assist with wealth management and transfer, or in saving goals such as for a child’s education. Our capital guaranteed Funeral Bonds can assist with estate planning and provide peace of mind. Our Investment Bond products are tax effective and flexible, making them perfect long term investment and saving options.
KeyInvest have been providing retirement living options across South Australia and Victoria since 1985. With villages in Chiton (Victor Harbor), McLaren Vale, Woodside (Adelaide Hills), the northern suburbs of Salisbury and Para Vista, the eastern suburbs of St Morris, St Georges & Beaumont, as well as Horsham in Victoria, the range of Retirement Villages offer a mix of quality new and established homes within easy reach of excellent services and facilities.
Mortgage Broking and Lending Services
KeyInvest Lending Services has a vast network of Mortgage Brokers spread throughout Australia. Whether it is for your first home, a new home, investment property or a business, our professional team of Mortgage Brokers will have a financial solution that will work for you. With its head office at Norwood in Adelaide, our network spreads around Australia with brokers in Victoria, Western Australia, Queensland, New South Wales and Tasmania.
How we do it
KeyInvest is a Friendly Society regulated by the Australian Prudential Regulation Authority (APRA), providing confidence to our customers that they are dealing with a credible and financially sound company. Our core values of: Genuine, Responsive and Successful are reflected in everything we do and define how we help our customers achieve their goals. We believe that a sound Social and Environmental philosophy is essential to our long term success and these should complement our corporate responsibilities. We invest in our people to ensure they have the skills and training to deliver the best possible advice and services to our customers. This is our commitment to you.
Chiton Lakehouse Under Construction
1 November 2017
The Chiton Lakehouse build is progressing nicely. Continue Reading »
Update to Exempt Asset Amount
5 July 2017
Update to Exempt Asset Amount - what could this mean for Funeral Bond investors? Continue Reading »
Name Changes to Life Events Bond Options
14 December 2016
There have been minor changes made to some investment option names in the KeyInvest Life Events Bond. Continue Reading »
Apply for the KeyInvest Funeral Bond Online
28 September 2016
Financial Advisers can now apply for the KeyInvest Funeral Bond online. Continue Reading »
For Kay and I moving into the McLaren Vale Lodge, back in February 2015, was just what we needed. We were at that stage when “downsizing” was a real option for us. The 3 bedroom unit gave us all the space we needed including a home office as well as room for the grandchildren when visiting. Living space is more than adequate and with it all being newly refurbished it’s so easy to maintain. We were welcomed by everybody we came in contact with including staff as well as residents and new neighbours.
McLaren Vale Lodge
McLaren Vale Lodge
I have a lovely 2 bedroom unit, drive in lock up garage, a manageable front and back garden and wonderfully caring neighbors. I can also be in the city by bus in 15 minutes and to the beach in 40 minutes. I now have the time to do the things I enjoy, like overseas holidays. You can just shut the door and know everything is fine. It gives you a sense of freedom and it’s comforting knowing you have a good village manager - any problems and he is there to fix it. It’s a real feeling of peace of mind, my family are close. I am happy and they’re happy.
Gables of St Morris
We have been using Keyinvest for the past few years. We are always reluctant to use a new provider as you never know what level of service you will receive. On our first application we wanted some assistance just to guide us through. The team at Keyinvest were so obliging. Every time we contact them they are the same. It is such a refreshing change from the usual help desk random mood, random answer stereotype.
Tony Skinner - Wealth Strategist
SWM Finance Matters
We are extremely happy with the high level of support that KeyInvest consistently provide and offer to our practice. It not only makes us feel valued, but it permits us to provide a superior level of service to our clients. Not only are the staff amazing, but they also have a good set of tools and resources.
Forbes Wealth Planning
I have had a business relationship with KeyInvest for many years and throughout that time they have always been easy to deal with and always supportive in our endeavours to assist our clients. They continue to provide a great service and have a select range of services and products that are tailor-made for specific client situations. I have no hesitation in me or any of my advisers recommending KeyInvest to our clients where required.
David Schultz - Financial Planner