Compare our advice costs

With REI Super’s advice options great advice is cost effective and easy to access.

Advice on your contributions, investment and insurance options within REI Super is 100% free, with fixed fee advice to set up or review transition to retirement strategies.

For comprehensive advice your first appointment is free with no obligation, with all advice quoted up front on a fixed fee for service basis with no commissions or hidden costs.

 

Financial advice options and costs


Sample topics
Phone advice costs
Video advice costs
Cost for face-to-face advice
Superannuation advice
  • Risk appetite
  • Selecting investments
  • Contribution options
  • Insurance needs
  • Savings adequacy
No cost
No cost
$295
Transitioning to retirement advice
Setting up or reviewing a Transition to Retirement (TTR) 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

Call us today and see how we can help you.