New Investment Options for the KeyInvest Funeral Bond

November 01, 2019

Key Features

Start with as little as $100
Single or joint ownership
Regular savings plan, $25 pm
Earnings are taxed at a maximum rate of 30%
Tax benefit may be available come claim time
Select up to 4 investment options
Switch between investment options (conditions apply)
Potential Centrelink benefits

Investment Options

Capital Guaranteed Fund
Conservative Index Fund
Balanced Index Fund
Growth Index Fund

For more information:

Call us at KeyInvest on 1300 658 904
Info@keyinvest.com.au
www.keyinvest.com.au

View the Funeral Bond Product Disclosure Statement here

Important Information: The Funeral Bond is issued by KeyInvest Ltd ABN 74 087 649 474 AFSL 240667. This is general information and is not intended to be advice. Investors should consider the latest Product Disclosure Statement available from www.keyinvest.com.au and the appropriateness of the product to their circumstances before making an investment decision.

*The Lonsec Rating (assigned October 2019) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold KeyInvest product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Product Provider for researching the product(s) using comprehensive and objective criteria.

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Testimonials

We came across Winzor Retirement Estate, we liked it straight away mainly because it had privacy in the back garden. Winzor Retirement Estate isn’t too big which we also liked, it means you get to know everyone and it’s secure. It’s a great lifestyle with all amenities close by and we don’t have to worry about maintenance problems as most are handled by KeyInvest. We would certainly recommend this village to anyone thinking of moving into a retirement village.

Elaine and Malcolm
Winzor Retirement Estate

My decision to move happened very suddenly 3 years ago when my husband had to go into care. I had never lived on my own, so was a bit apprehensive. I am very happy that we found Wimmera Lodge, as it is everything I hoped for. We have a very friendly group of residents, and together have quite a good social life (if we wish). I feel very safe and have never had any reason to be nervous. We are only 5 minutes from the CBD, and have a town bus stop a short work away for anyone who does not drive. It is a very quiet area in a nice new neighborhood. My home is very cosy and comfortable and I would recommend the life-style to anyone.

Ruth
Wimmera 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.

Yvonne
Gables of St Morris

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
Woodside Lodge

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