With REI Super's advice options, great advice is cost effective and easy to access. Call our helpline on 1300 13 44 33 to arrange a call with one of our qualified financial advisers at a time convenient for you.
You can call our qualified financial advisers at any time and get most of the advice you need over the phone.
There’s no fee to set up a pension account or for seeking advice on investment options. Additionally, we have a competitive fixed fee to set up or review your transition to retirement strategy.
If you need more comprehensive financial planning advice, your first appointment is complimentary with no obligation.
All our financial planning advice is quoted up front on a fixed fee for service basis.
Our financial planning fees are low as we don’t pay commissions nor are there any other hidden costs.
Our financial advice options and costs
| Sample topics | Phone advice costs | Video advice costs | Cost for in-person advice |
|---|
| Superannuation advice | - Risk appetite
- Selecting investments
- Contribution options
- Insurance needs
- Savings adequacy
| No cost | No cost | $295 |
| Transitioning to retirement advice | Setting up a Transition to Retirement strategy | $295 | $295 | $495 |
| Transferring your superannuation account to a pension account | | No cost | No cost | $495 |
| Comprehensive advice | Any other financial planning topic (e.g. estate planning, other investments etc) | First appointment free
Subsequent appointments on a fee-for-service basis | First appointment free
Subsequent appointments on a fee-for-service basis | First appointment free
Subsequent appointments on a fee-for-service basis |