KeyInvest, formerly known as IOOF-SA, is a trusted financial services provider with a rich history dating back to 1878. specialising in tax-effective wealth management solutions, KeyInvest supports its members in growing and managing their wealth throughout all stages of life. The company places a strong emphasis on empowering Australians to live their best lives by offering services that include tax-effective investment solutions, retirement planning, estate planning, and intergenerational wealth transfer strategies.
As an independent, member-owned mutual friendly society, KeyInvest is governed by the Life Act and provides unique tax treatment for its investment solutions. The company prides itself on offering customizable features for a variety of financial situations, without charging additional admin fees. With a focus on delivering exceptional outcomes, KeyInvest is committed to providing high-quality products that cater to the diverse needs of its clients while maintaining a personal touch and deep care for its members and partners.
With a team of experienced professionals and a strong foundation built on values, governance, and community engagement, KeyInvest aims to be Australia’s leading specialty financial services provider. The company’s core values of trust, results, innovation, and care drive its mission to deliver sustainable results and best-in-class experiences for its clients. Through a combination of expertise, experience, and a genuine commitment to customer satisfaction, KeyInvest continues to uphold its reputation as a reliable and innovative player in the financial services industry.