Financial Planning

REI Super provides fully comprehensive financial planning, so you can plan for your best retirement.

Financial Planning for both members and non-members

Whether you’re a REI Super member or not, you can access our highly qualified financial planners.
They are all deeply passionate about helping you achieve your ideal retirement, and to do that,  they will consider your complete financial situation (beyond just your super) to ensure that the  tailored advice they provide sets you on the best path to achieving your financial objectives.

Advice for all options

They can also provide specific advice on how to transition from work to retirement, creating a tax friendly income in retirement and other topics like, what to consider in regards to aged care and accessing equity in your home through Centrelink.

To book an appointment with one of our Financial Planners, call 1300 13 44 33  or request a call back by filling in the form below

Request a financial planning appointment

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"I saw on the REI Super website that you can get advice on retirement planning from an in-house advisor. I had been thinking about retirement since the beginning of the year and I had lots of questions about how to go about implementing things. Right from the first phone call, I was so impressed...." Jan Tuckwell, REI Super member.

Request Advice

FAQs

It’s a good idea to get quality financial advice whenever your circumstances or financial goals change, and in particular when you start to approach retirement age.

It's good to get advice when:

Changing jobs or when you receive a salary increase
Buying a home or investment property
Getting married or divorced
Starting a family
Approaching retirement age
Retiring

At these life events your investment risk profile, contribution tax treatments, product eligibility and insurance needs may also change.

Request Advice

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 advisers at a time convenient for you.

Advice on your contributions, investment and insurance options within REI Super has no additional cost as it is included with your membership, with fixed fee advice to set up or review transition to retirement strategies.

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

Compare our costs

The right financial advice on your super investment at the right time can make a big difference to the health of your super balance.

Whether it's understanding your risk profile, understanding your retirement needs, or selecting the right mix of investments, REI Super members have access to high quality and cost effective advice as part of their membership.

Some investment advice topics include:

Understanding your investment risk profile
Selecting your investment option
Changing investments
Understanding your retirement needs
Strategies for transitioning to retirement
Our fees

Our fees for financial advice are very competitive, with some services provided to REI Super members at no charge. If you wish, the cost for the advice you receive on superannuation topics can be deducted from your REI Super account.

Advice Fees