Financial Services Blog / Funeral Bond

Exempt Asset Limit increased to $13,000

Exempt Asset Limit increased to $13,000

The Funeral Bond Exempt Asset Limit increased to $13,000

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Apply for the KeyInvest Funeral Bond Online

Apply for the KeyInvest Funeral Bond Online

Financial Advisers can now apply for the KeyInvest Funeral Bond online.

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Rush on KeyInvest Funeral Bonds

Rush on KeyInvest Funeral Bonds

Rush on KeyInvest Funeral Bonds as clients look to cushion blow of pension changes.

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Rethinking client strategies

Rethinking client strategies

Legislative changes will mean that advisers need to re-assess the way they structure a client’s retirement portfolio. Advisers need the back up of more dynamic strategy support to stay ahead of the changes. Investors are expected to look beyond super to fund their retirement and this will affect the strategies that advisers utilise for their clients to deliver a customised solution based on the more complex and specific situation of their clients.

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