July 05, 2017
Update to Exempt Asset Amount - what could this mean for Funeral Bond investors?
December 14, 2016
There have been minor changes made to some investment option names in the KeyInvest Life Events Bond.
September 28, 2016
Financial Advisers can now apply for the KeyInvest Funeral Bond online.
September 16, 2016
Significant enhancements have been made to the Life Events Bond (LEB) including increasing the investment choice to 27 investment options from the current 8 options.
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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
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 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
Four and a half years ago we moved from the city to Woodside Lodge and continue to be very happy with our decision. Our modern villa provides us with privacy and allows us to put our own imprint internally as well as outside in the garden. It was important to us that our family, especially our grandchildren, found our new location a place where they were welcome and wanted to visit. This is evident by their regular visits. Family members refer to Darrol as the unofficial ‘ambassador for Woodside and the Adelaide Hills’.
Marlene and Darrol