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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

  • If you already have a Rask account, start from My adviser. Your account identity and saved contact details are reused.
  • If you do not have an account, start from rask.au/financial-planning.
  • Have a rough idea of your household income, superannuation balance, and any investable assets.
  • Think about your main financial goals, such as buying a home, retirement planning or insurance.

Steps

  1. Start the questionnaire: Existing members use My adviser. New visitors use the public financial planning page.
  2. Answer the matching questions: Tell us about your goals and financial situation. Signed-in members do not need to re-enter contact details.
  3. Review your match: Based on your answers, your next step may be with Rask Advice or one of our advice partners. A signed-in member’s completed result is saved to My adviser.
  4. Continue with your match:
    • If you match with Rask Advice, continue to booking and onboarding in the app.
    • If you match with a partner, choose whether you would like Rask to send an introduction. Your details and answers are shared only after that choice.
  5. Return when you need to: Members can revisit their result or explicitly retake the questionnaire from My adviser.

Service pathways and current pricing

Advice services and fees can change, and your agreed services depend on your circumstances. See financial planning options and current pricing before deciding whether to proceed.

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 your circumstances have changed, retake the questionnaire from My adviser. Your existing result stays in place until you finish. If you already have a booking or active advice engagement, the retake will not cancel it automatically; message us if you would like to discuss the change.

Next steps