Discovery Invest current offers
We are the first investment provider to reward clients for healthy investment and lifestyle behaviours with boosted investment returns. With our range of current offers, clients can receive even more value to build wealth for their futures.
Retirement offers
Our retirement plans are designed to help clients create financial independence in retirement by rewarding them for healthy investment behaviours. By investing longer, investing more, living well, and withdrawing wisely, clients will be rewarded with boosts and fee discounts.
PRE-RETIREMENT OFFER | EXISTING CLIENTS
Clients can enjoy enhanced boosts to their retirement savings for investing more
What's the retirement plan?
Clients with an existing lump-sum Retirement Annuity can close their retirement savings gap with this limited offer when they invest more into their retirement annuity.
What's the offer?
By investing their extra money for retirement, clients can get rewarded with enhanced boosts of up to 25% on extra contributions.
How can you take advantage?
This offer is available on existing lump-sum Retirement Annuity plans from 27 October 2023 to 29 February 2024..
Pre-retirement offer | New clients
Clients can enjoy boosts of up to 27.5% to their retirement savings for investing longer
What's the retirement plan?
Our lump-sum Retirement Annuity and Preserver Plans give clients more than conventional retirement solutions. Clients who invest in these plans will get rewarded with higher boosts for investing longer.
What's the offer?
Clients can get an extra boost of up to 7.5% to their investments, resulting in a total upfront boost of up to 27.5%.
How can clients take advantage?
This offer is available on our lump-sum Retirement Annuity and Preserver Plans from 26 September 2023 to 29 February 2024.
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.