Join

So you’re looking for where your adviser fits into the Rask experience? While the app does a lot of the heavy lifting, your relationship with your qualified human adviser is at the core of the Rask service.

Where to find your adviser

You can view your adviser’s details and booking links on the My Adviser page.

If you don’t have an adviser yet

If you can’t see an adviser on this page, it usually means personal advice isn’t active on your account yet, or your adviser hasn’t been assigned.

Activate personal advice (eligible members)

If you’re eligible, you can activate personal advice from the My Adviser page. This is the step that moves you into the advice workflow. Membership alone does not activate advice until you confirm here.

If you’re not eligible, you’ll be prompted to review/upgrade your membership.

Grace period (if your membership changes)

If your membership is cancelled/downgraded, you may see a grace period notice. During the grace window you can review your billing to keep access. We’ll also send reminders through in‑app notifications and messages.

If access is paused

If personal advice access is paused, you’ll see a notice on the page with a link to review your membership or message support. Once access is restored, you can reactivate from My Adviser.

How you’ll interact

  1. Secure Messaging: Use the Messaging dashboard for day-to-day questions and document sharing.
  2. Video Reviews: Book a formal strategy review via your adviser’s booking link.
  3. Task Collaboration: Your adviser will assign you Tasks to complete (like signing documents or uploading statements).

What your adviser does

  • Strategy Design: Turning your goals into a technical financial plan.
  • Compliance: Ensuring your advice meets Australian regulatory standards.
  • Emotional Support: Helping you stay disciplined during market volatility.
  • Accountability: Keeping you on track to reach the milestones in your plan.

When to reach out

You should message your adviser if:

  • You’re planning a major purchase (like a home).
  • Your income or employment status changes.
  • You receive an inheritance or windfall.
  • You’re feeling anxious about your investment performance.

Next steps