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 |