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.
KeyInvest Funeral Bond
Estimates current age pension and demonstrates the benefit of simple strategies such as purchasing a Funeral Bond or gifting.
KeyInvest Life Events Bond
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
Estimate how much you need to save, over what term and at what interest rate to achieve your savings goal.
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
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.
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 firstname.lastname@example.org.
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.