Financial Adviser Information
This page is for use by financial advisers and finance professionals only. It contains tools to assist financial advisers to provide advice to their clients.
- Our Adviser Portal has a full range of different tools. To access these go to Adviser Login
- If you are a financial adviser and don’t have access to the Adviser Login you can apply here
- Adviser forms and tools are available here
KeyInvest Funeral Bond
- Centrelink Age Pension Calculator: Estimates current age pension and demonstrates the benefit of simple strategies such as purchasing a Funeral Bond or gifting.
KeyInvest Life Events Bond
- Future Value Calculator: Estimate the future value of your savings goal based on today’s value.
- Life Event Savings Calculator: Estimate how much you need to save, over what term and at what interest rate to achieve your savings goal.
- Life Events Bond Regular withdrawal/savings Calculator: Estimate how much you need to save, and how long your savings will last to achieve up to three individual and separate savings goals. It is useful for estimating the sufficiency of your savings when drawing regular income to pay for life events such as a child’s education or supplementing retirement income.
For strategy documents for both the KeyInvest Funeral Bond and the Life Events Bond please phone KeyInvest's National Sales Manager for Financial Services, Di Ranger on (08) 8213 1119 or 0438 545 886 or email email@example.com.
KeyInvest is a trading name of KeyInvest Ltd ABN 74 087 649 474 AFSL 240667. KeyInvest is not authorised to carry on business in any country other than Australia. The information contained in this website is directed to and available for Australian residents only. Copyright © KeyInvest 2017 unless otherwise noted.