Free 30-minute call
You stay in control
We provide clear recommendations, then support you to make confident decisions in your own best interests.
You’re matched with Rask Advice
Book your free discovery call while your goals are fresh.
You’ve already done the hard part. In one focused call, we’ll map your priorities, confirm fit, and show you the clearest next step for your money.
- Free 30-minute call
- No obligation to proceed
- Fixed-fee pathway options
What happens next
- 01 Book call
- 02 Discovery
- 03 Plan scope
- 04 Execute
- 05 Partnership
Pick a time that works for you.
This call is designed to give you clarity quickly: where you are now, what matters most, and what the right next step looks like. If we’re not the right fit for your situation, we’ll tell you directly.
We promise
These are the principles behind every Rask Advice relationship.
Fixed fees
Our standard advice fees are fixed upfront so you can decide with certainty before any engagement starts.
Customer-first, always
Rask advisers are trained to put your needs first and give direct, practical advice that fits your life.
Built for investors
From first portfolios to complex planning, we help you move with structure, not noise.
Advice pathways
Indicative first-year fees. Your discovery call confirms fit and the right scope for your situation.
Financial Independence
$5,000
Plus insurance commissions, only if you need it.
Raskals are known for financial independence and being extremely informed, wanting to stay in control. This means our community rarely fits into traditional financial advice models.
Who is it for? This package is an ‘advice only’ service. It does not cover multiple entities, SMSFs, or investment management. However, implementation relating to insurance policies is included.
Independence Plus
$10,000 (first year)
Plus insurance commissions, only if you need it.
If you want it done for you, want retirement planning, or have a more complex situation, the Plus package is for you. The cost of great financial advice pays for itself many times over, from tax planning to better nights of sleep.
Who is it for? Retirees, advanced investors, SMSFs, those with multiple entities, or if you want us to manage your wealth rain, hail or shine.
Platinum
$16,000 (first year)
Plus insurance commissions, only if you need it.
At its core, Rask exists to unlock value in the world. We believe in responsible capitalism. Look around you. Businesses unlock the most value, and fuel innovation for all society. We support innovators who support others.
Who is it for? Business owners, established families, farmers, founders, executives ($500k+ salary), and ultra-high net worth individuals ($50–250m+).
Common questions before you book
You should know what the discovery call is for, what it costs, and what happens if Rask isn’t the right fit.
Is the first call really free?
Yes. The first discovery call is free and focused on clarity. We’ll talk through your priorities, confirm fit, and outline the best next step.
Do I need to become a client after the call?
No. There’s no obligation to proceed. If a different path is better for your situation, we’ll tell you directly.
How do fees work if I want ongoing help?
Rask uses fixed-fee pathways for advice engagements. The discovery call is where we confirm which scope makes sense and what the fee would be before anything starts.
What if my situation is more complex?
That’s exactly why the pathways exist. Simpler situations can stay lean, while more advanced structures, retirement work, SMSFs, business ownership, or implementation-heavy needs can move into a broader scope.
Guided by 200,000 Aussies, built by specialists
Rask Advice clients are supported by specialists from across the Rask Group. Our advisers draw on insights from our education, media, and investment teams so your plan stays practical, evidence-based, and built for the real world.
Financial Advice
Qualified advisers and paraplanners delivering strategy, implementation, and ongoing support.
Financial Education
Education-first guidance so you understand each decision and stay in control long term.
Media
Daily market and money insights from one of Australia’s most engaged finance communities.
Investments
Portfolio and capital-allocation expertise to connect advice with disciplined execution.
Our people
Owen Raszkiewicz
Founder, Business Owner
Gemma Mitchell
Head of Education, Financial Adviser
Tahli Cavagnino
Co-Head of Financial Advice
James Phelan
Co-Head of Financial Advice
Rebekah Van der Kooy
Operations Manager
Peter Fullarton
Senior Paraplanner
Milli Russell
Associate
Chamil Peiris
Senior Financial Adviser
Reji Amatya
Implementation Manager
Adam Bartlett
Paraplanner
Melinda Lindsay
Accountant