Trusted since 1878, KeyInvest specialises in tax-effective wealth management solutions. Who we are -
KeyInvest is a Financial Services and Retirement Living organisation founded on a long and proud history of caring for the welfare of our members. Our origins date back to 1878 (as the Independent Order of Odd Fellows or IOOFSA), and we remain a member based Friendly Society providing a range of
financial and investment services to help our customers achieve their goals. Now, as KeyInvest, we continue this tradition with a focus on "Life's key investments", helping our customers access home finance, saving for their children's education or home or enjoying their retirement lifestyle. What we do -
Investment Products: KeyInvest's Investment Bond products have many features that put them amongst the most flexible investment products in Australia. No matter what Life Event you are saving for we have a solution for you. Our Life Events Bonds can assist in you in saving for your Child’s education, or to assist with your estate planning through the use of our Funeral Bonds. Our products are tax effective and flexible, making them perfect long term investment and saving options. Mortgage Broking & Lending Services: Whether it is for your first home, a new home, investment property or a business, our professional team of Mortgage brokers will have a financial solution that will work for you. Our team is based at Norwood in Adelaide, but our network spreads around Australia with brokers in Victoria, Western Australia, Queensland, New South Wales and Tasmania. Retirement Living: Since 1985 we have been providing retirement options across South Australia and Victoria. You can find our villages around Adelaide at locations such as Victor Harbor, McLaren Vale, Woodside (Adelaide Hills), the Northern Suburbs in Salisbury as well as the eastern suburbs in St Morris, St Georges & Beaumont. Our range of Retirement Villages offer a mix of quality new and established homes within easy reach of excellent services and facilities. How we do it -
We are a Friendly Society regulated by the Australian Prudential Regulation Authority (APRA), providing confidence to our customers that they are dealing with a credible and financially sound company. We are Genuine, Responsive and Successful in everything we do. These three core values define how we help our customers achieve their goals. We believe that a sound Social and Environmental philosophy is essential to our long term success and these should complement our Corporate responsibilities. We invest in our people to ensure they have the skills and training to deliver the best possible advice and services to our customers.
