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Retirement 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 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 topicsPhone advice costsVideo advice costsCost for in-person advice
Superannuation advice
  • Risk appetite
  • Selecting investments
  • Contribution options
  • Insurance needs
  • Savings adequacy
No additional costNo additional cost$295
Transitioning to retirement adviceSetting up a Transition to Retirement strategy$295$295$495
Transferring your superannuation account to a pension accountNo additional costNo additional cost$495
Comprehensive adviceAny other financial planning topic (e.g. estate planning, other investments etc)First appointment complimentary
 
Subsequent appointments on a fee-for-service basis		First appointment complimentary
 
Subsequent appointments on a fee-for-service basis		First appointment complimentary
 
Subsequent appointments on a fee-for-service basis



Need retirement advice?

1300 13 44 33