Clients can get an enhanced boost to their extra contributions
Our retirement plans are designed to help clients create financial security in retirement by rewarding their healthy lifestyle and investment behaviours with boosts and fee discounts.
With our current offer, existing clients can get rewarded for investing more with an enhanced boost of up to 25% on extra contributions to their lump-sum Retirement Annuity, so that they can have enough money to retire comfortably.
Help clients secure financial freedom in retirement
Extra contribution opportunities
As your clients receive their year-end bonuses and tax refunds, you can help them make smart financial choices by investing their extra money for retirement.
By investing more, they will be able to close their retirement savings gap with the benefit of an enhanced boost.
This offer applies from 23 September 2024 to 28 February 2025.
Grow your business with this campaign
Our comprehensive online platforms are fully equipped with all the essential marketing materials and tools you require. We've prepared everything in advance to streamline your workflow and enhance your marketing strategies.
Simply log in, choose your content, and download or send it with ease.
Marketing material
Find all the relevant documents on our Invest Marketing support page (including flyers, brochures, and more) to assist in sales enhancement. Downloadable packs with no branding are also available for independent financial advisers.
Email communication
Communicating with your clients has never been easier with Adviser Insights Dashboard. Clients who qualify for the offer will already be listed under your product opportunities, with a pre-set email template ready to send.
Social media
We have created social media artwork with pre-set captions to support you in promoting this offer on your social media channels. Simply log in, choose applicable platform image size, review, and post.
The offer will only apply to existing business. All documents must be completed and received within the offer period, and money allocated to the investment by 28 February 2025. Existing business includes all clients invested in lump-sum Retirement Annuities that qualify for the boost, excluding Classic Plans. Internal Section 14 transfers that are invested into the lump-sum Retirement Annuity are considered as a credit to the Fund and do not qualify as an additional contribution. These include full or partial withdrawals from existing Pension or Provident Preserver Plans, lump-sum or recurring Retirement Annuities, the Discovery Retirement Optimiser or any withdrawals from the savings component under the two-pot retirement system. The current offer boost percentage only applies to additional contributions made six months after your client's lumpsum Retirement Annuity inception date. The current offer will only apply to additional contributions made at least 10 years before the client's selected retirement date. If the client makes many extra contributions during the offer period, the portion of the total contributions that receives the higher boost is limited to 20% of the Fund value at the time they make the contribution.
This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, a licensed life insurer and an authorised financial services provider and registered credit provider, NCR registration number NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product rules and terms and conditions apply.