Investment Bond HELP DESK

Adviser Tools / Calculators
Adviser and Customer Forms
+ Adviser Portal Login +

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. 

Contact Details

andrew.meinel@keyinvest.com.au 

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.

Contact Details

mark.northway@keyinvest.com.au 

T: 1300 658 904

 

Calculators (for financial professionals use only)

Funeral Bond

Comprehensive Age Pension Calculator

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

Future Value Calculator

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

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 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.

 

Strategy Papers

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

Click here for Adviser Forms and Strategy Papers

Client Testimonials

Contact Us

Speak to our friendly staff about our Retirement Villages and Investment Bonds today - KeyInvest is your best choice to secure your future.

Call us today on 1300 658 904 or complete the form below and we'll get in touch!

Speak to our friendly staff about our Investment Bonds & Retirement Villages

KeyInvest is your best choice to secure your future.

Click Here or Call Us Today on 1300 658 904
There's Never Been A Better Time To Secure Your Future

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Head Office Address

Level 5, 49 Gawler Place Adelaide SA 5000
PO Box 3340 Rundle Mall SA 5000

Phone:  1300 658 904
Fax:  08 8231 4079
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