Answer a few quick questions and we'll connect you with Rask or one of our trusted, independent advice partners.
Understand your options before you start. We'll still guide you to the right next step in the matching flow.
Best for: getting organised and building strong foundations.
A one-hour session focused on education, clarity, and practical next steps. We help you understand spending, set up a budget and banking system, and create savings goals with a clear action plan.
$550 per session.
Best for: personalised strategy and long-term planning.
Tailored guidance based on your full financial picture, including investing, super, retirement planning, debt strategies, and insurance. We start with your goals, then build a strategy around the life you want.
Starts at $5,000 and can go above $20,000 depending on complexity.
First step is a free 30-minute discovery call.
Best for: learning at your own pace.
Access free education through Rask courses, The Australian Finance Podcast, and our Sunday newsletter. Perfect if you're building confidence, exploring your options, or just getting started.
You don't have to go through Rask to find a great financial planner. If you go it alone, here are key checks to make first.
Confirm their Australian Financial Services Licence is active before sharing personal details. Never trust someone you cannot verify in official registers.
Use the Moneysmart Financial Advisers Register and the ASIC professional registers.
The FSG outlines the services they can provide, how they are paid, and how to make a complaint if needed. It should be easy to find on their website.
For reference, you can read the Rask Financial Services Guide.
Not all advisers focus on the same outcomes. Some specialise in retirement, others in families, insurance, or investment strategy. Make sure their core work matches your goals.
Most good advisers offer a short introductory call. Use that call to test communication style, process, and whether you feel comfortable discussing personal money decisions with them.
Ask for fee estimates early, even if they are indicative. Depending on complexity, advice can range from around $3,000 for simpler needs to $15,000+ for more complex work.
Fee models differ. Some advisers charge upfront fees, some include insurance commissions, and some charge ongoing percentages.
Ask direct questions about qualifications, process, costs, and communication. A quality adviser should answer clearly and help you feel confident before you commit.
