KeyInvest for Financial Advisers
We recognise the importance of efficiency in the advice business and are dedicated to making it easier to spend more time with your clients.
Adviser options
Supporting the unique financial planning needs of your practice, your clients and their families and nurturing long-lasting relationships.
Our Adviser Portal
Our Adviser portal gives you access to submit new applications and review detailed policy information.
You can view balances, contribution limits, historical transactions, savings or withdrawal plans, BPAY details, and view nominated beneficiaries attached to your clients’ policies.
For more information:
Why KeyInvest
We’re an independent, member-owned mutual friendly society, formerly known as IOOF-SA.
Governed by the Life Act, we provide investment solutions with unique tax treatment.
We provide customisable features for a variety of situations.
We’re low-cost and feature rich. We don’t charge additional admin fees for additional features.
We have a personal touch, caring deeply about our members and partners.
We’re committed to offering high-quality products that deliver exceptional outcomes.