Advisers
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
- Adviser forms and tools are available here
KeyInvest Life Events Bond
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Future Value Calculator
The Future Value Calculator allows you to estimate the the future value of your savings goal based on today's cost adjusted for annual inflation
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Life Event Savings Calculator
Estimate how much you need to save, over what term and at what interest rate to achieve your savings goal.
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Regular Savings Calculator
The Regular Savings calculator allows you to set a target savings goal and compares this to your projected goal based on the initial lump and savings plan amounty you enter. If you need further savings then the calculator suggests ways you can change your investment criteria to achieve your goal
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Life Events Bond Regular withdrawal/savings Calculator
The Life Events Regular Withdrawal /Savings Calculator projects your capacity to save for future monthly drawdowns to cover life events. The results will vary depending on the criteria you select.
Strategy Documents
For strategy documents for both the KeyInvest Funeral Bond and the Life Events Bond please phone KeyInvest’s Head of Investor Distribution, Tom Huntley on (08) 8213 1112 or 0460 033 158 or email tom.huntley@keyinvest.com.au.
Adviser Forms
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.
