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
  • You can access Adviser and Customer Forms here

 

Calculators

KeyInvest Funeral Bond

 

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 Event Savings Calculator for up to Three Savings Events: 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.

 

KeyInvest Strategy Papers

Below is a list of various strategy papers to explain what products will best suit your clients. All strategy papers can be accessed through the Adviser Portal.

 

KeyInvest Funeral Bond

  • Age Pension benefits 

 

KeyInvest Life Events Bond

  • Strategies overview 
  • Estate Planning and Wealth Transfer (Child Advancement Options, Beneficiaries or Assignments)
  • Education Funding
  • Superannuation Alternatives
  • Other Financial Planning Strategies
  • Qualifying for a Seniors Health Card
  • Reducing Aged Care Fees
  • Using Family and Discretionary Trusts

Contact Us

Our Financial Products have been designed to Help You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Call Us Today on 1300 658 904 or Complete the form below and one of our friendly staff will contact you asap.

Testimonials

Our Financial Products have been designed toHelp You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Click Here or Call Us Today on 1300 658 904 There’s Never Been a Better Time to Secure Your Future

KeyInvest Head Office

Level 5, 49 Gawler Place Adelaide SA 5000
PO Box 3340 Rundle Mall SA 5000
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Phone: 1300 658 904
Fax: (08) 8231 4079
Email Us:

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