Best in class
financial advice
Expert holistic financial advice for professionals, business owners and retirees.
Get matched with usWhat does it cost? View our prices.
The goal is simple: help Australians make one better money decision at a time. That means fewer dead ends, less jargon, and a clearer path into tools, education and advice that genuinely help.
Meet Rask Advice
Good people. Great advice.
Meet the people who bring your financial plan to life — from your first conversation to the details that make it work.
New tools added weekly
Coming soon
My plan
Your advice summary and recommended path, once this surface launches.
Coming soon
My projections
Scenario views and projection tools, once they are ready to ship.
Compare our advice packages
Choose the support that fits your life. We’ll help you find the right package before you commit.
Financial Independence
$4,000 upfront
+ $500/month for 12 months
$10,000 total first-year fee
Clarity
A personal financial plan, with you leading the next steps.
- Personal-name structures
- Insurance advice and implementation if required
- A 30-minute accountability call after plan delivery
Financial Independence Plus
$6,000 upfront
+ $750/month for 12 months
$15,000 total first-year fee
Partnership
A plan and a partner to help put it into action.
- Up to two additional tax structures
- Investment, super and insurance implementation
- Three quarterly coaching sessions, including tax optimisation
Platinum
$8,000 upfront
+ $1,000/month for 12 months
$20,000 total first-year fee
Management
Closer support for complex financial lives, families and businesses.
- Complex structures and scenario modelling
- Implementation and entity project oversight
- Monthly meetings for the first 12 months
Ongoing Service Arrangement
From $500/month
After your first 12 months
Ongoing services and fees agreed with you
Continuity
Keep your plan moving as your life changes.
- Progress reviews and implementation support
- Quarterly or half-yearly coaching, as agreed
- Ad hoc advice where appropriate
All prices are in AUD and include GST. All packages include Rask courses and memberships for you and your immediate family.
First-year monthly instalments begin when your Statement of Advice is ready. Your proposal confirms your scope and payment schedule. Insurance commissions may apply and will be disclosed. Ongoing advice is agreed separately after the first year.
Read our Advice Financial Services Guide →What our customers are saying
Glenn · Google review
Owen and his brilliant Team have somehow catered for all types of investors, business owners or people aspiring to move into business ownership.
Mick · Google review
I have learned loads from this community. The Rask membership gives great insight into companies and tonnes of learning materials.
Warren B. · Google review
I've been listening to Rask Podcasts for a while now. Also used Rask education to learn more about investing. They also have a community app where you can talk to peers. Great work Owen.
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Defence-in-depth across the app and edge.
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We hold our own AFSL, and get audited yearly.
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