Financial Advice

Keeping up with financial matters such as investing, superannuation, insurance, tax and social security can be difficult. Most people just don’t have the time or patience to be across all these issues, but it’s something financial advisers do every day.

In the same way we routinely seek medical or legal advice, many people also seek financial advice.

When should I seek financial advice?

There’s no blanket rule. Different people will seek financial advice for different reasons.

Maybe you need advice on a single issue, for example:

• Making personal super contributions
• Choosing an investment option that's right for you
• Getting insurance
• Investing extra cash

Maybe you’d like broader advice - a financial health check and plan – which might include:

• Looking at your current financial situation
• Clarifying your short and longer term financial goals
• Putting a plan into place to help you achieve your goals.

Where do I start?

Money Solutions*, can provide simple, clear and effective advice, over the phone or online, whenever you have a money question on your mind. They also provide financial plans when you need more in-depth advice. Their focus is on educating you so that you have the money skills and confidence to make smart super choices at each stage of your working life, particularly in the lead up to your retirement.

As a member of REST or Acumen we will pay for your first super-related question over the phone with a Money Solutions Money Coach. Any additional advice will be at your expense and can be deducted from your super balance if the advice relates to your super or your retirement.

Money Solutions does not accept commissions. They charge a fee for service so you can feel confident that their advice is given with your interests in mind.

To be put through to a Money Coach for your first free consultation, call:

 REST 1300 300 778

Acumen on 1300 305 779

Alternatively you may wish to use your own financial adviser.

* Money Solutions Pty Ltd AFSL 258145. Money Solutions personnel are not representatives of the REST trustee. Any financial product advice given by Money Solutions is provided under the Money Solutions AFSL. 

The services referred to on this page are offered and provided by a third party, not Retail Employees Superannuation Pty Ltd, the Trustee of REST. The Trustee is not responsible for the products or services, views or actions of this organisation. The Trustee does not accept liability for any loss or damage incurred by any person as a result of using products or services provided by the third party.