Investment Bond HELP DESK
KeyInvest specialises in Investment and Funeral Bonds and has a range of tools to help you implement the strategies with your clients efficiently. We understand the complexity and fast paced industry you're in, so we're here to provide you with as much information as you need to benefit your client's outcomes. We pride ourselves on our high level of assistance and support, to ensure you stay informed.
To access our tools, and to access your clients existing information, log in to the Adviser Portal (link above). If you are a Financial Adviser and are new to KeyInvest, then contact one of our Investment Specialists below to find more about our Investment Bond Help Desk.
Our Investment Specialists
We have two dedicated Investment Specialists who are here to assist you. They are all willing and able to field any questions, present the benefits of our products to groups, and serve you in any way they can.
Andrew Meinel - General Manager Financial Services
Andrew has been with KeyInvest for 7 years with extensive knowledge of our business and products. He first joined KeyInvest as an Investment Specialist and has since developed into a valuable asset as General Manager. Andrew is also considered an Aged Care Specialist having helped numerous Advisers navigate the tricky waters of Aged Care. Andrew is based in Adelaide.
T: 1300 658 904
Mark Northway - Investment Specialist (SA, VIC, WA, TAS)
Mark has been with KeyInvest for 11 years and with over two decades in the field, he is considered an industry veteran. As well as being one of the friendliest guys you'll ever meet, he has previously worked as a Financial Adviser and has accumulated a wealth of knowledge. Mark is based in Adelaide.
T: 1300 658 904
Estimates current age pension from 1 January 2017 and the age pension prior to 1 January 2017 before the asset test changes. It also shows the benefit of simple strategies such as purchasing a Funeral Bond or gifting.
Life Events Bond
Estimate the future value of your savings goal based on today’s value. For example if you need 5 years to save for a car that is valued at $20,000 today, you will need to save $22,628 assuming that cars cost increases by 2.5% per annum over the 5 years. Use this calculator to estimate you savings requirement before using the Life Event Savings Calculator
Estimate how much you need to save, over what term and at what interest rate to achieve your savings goal.
Estimate how much you need to save, and how long your savings will last to achieve up to three 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.
Below is a list of various strategy papers to explain what products will best suit your clients. Our Investment and Funeral Bonds can best assist you with the following;
- Estate Planning and Wealth Transfer (Child Advancement Options, Beneficiaries or Assignments)
- Education Funding
- Superannuation Alternatives
- Tax Effective Strategies
- Centrelink Maximisation (Pension)
- Reducing Aged Care Fees
- Qualifying for a Senior's Health Care Card
- Retirement Strategies