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
  • If you are a financial adviser and don’t have access to the Adviser Login you can apply here.
  • Adviser forms and tools are available here

KeyInvest Funeral Bond

KeyInvest Life Events Bond

  • 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

  • Life Event Savings Calculator

    Estimate how much you need to save, over what term and at what interest rate to achieve your savings goal.

  • 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

  • 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 National Sales Manager for Financial Services, Di Ranger on (08) 8213 1119 or 0438 545 886 or email di.ranger@keyinvest.com.au.

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.

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Contact or call us today on 1300 658 904