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So you’re looking to get professional financial advice through Rask? Great news — this guide will help you understand how our referral program works and what to expect during the matching process.

Before you start

  • You don’t need a Rask account to start the referral process.
  • Have a rough idea of your household income, superannuation balance, and any investable assets.
  • Have your email address and Australian phone number ready.
  • Think about your primary financial goals (e.g., buying a home, retirement planning, or insurance).

Steps

  1. Visit the intake page: Go to rask.au/financial-planning or follow a link from one of our content partners.
  2. Complete the Intake Form: Answer a series of questions about your financial situation and needs, then share your name, email address, and phone number. This usually takes about 6–8 minutes.
  3. Get Your Match: Based on your answers, our system will match you with either Rask Advice or one of our trusted, independent advice partners (Skye, Everest, or North East Wealth).
    • For younger clients, if your profile indicates higher complexity (for example, higher income or larger investable assets), we may match you directly with Rask Advice.
  4. Book a Discovery Call: Once matched, you’ll schedule a free 30-minute discovery call with your matched adviser.
    • If you’re matched with Rask Advice, the Owen Rask booking calendar is embedded directly in the final step of the intake before you continue into the app.
    • If you’re matched with one of our advice partners, you’ll still be sent to that partner’s booking link after you submit.
  5. Receive a Summary: We’ll send a summary of your intake answers, plus your contact details, to the matched partner so they can prepare for your call.

Service pathways and indicative pricing

Before starting the intake, we outline three common pathways so you know what to expect:

  • Money Coaching: Best for getting organised and building strong foundations. A practical one-hour session with education and action steps. Indicative fee: $550 per session.
  • Financial Advice: Best for personalised strategy and long-term planning. Covers areas like investing, super, retirement, debt, and insurance. Indicative fee: starts around $5,000 and can exceed $20,000+ depending on complexity. First step is a free 30-minute discovery call.
  • Free Resources: Best for learning at your own pace through Rask courses, The Australian Finance Podcast, and the Sunday newsletter.

You can still complete the matching form first and decide after your introduction call.

Common issues

I didn’t receive a confirmation email

Check your spam folder. If it’s not there, you can reach out to our support team through the Messaging tool in the Rask app.

I want to change my matched partner

If you feel the match isn’t quite right after your discovery call, please let us know via the in-app messaging, and we can discuss other options.

Next steps