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
- Which investment option to be in
- 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?
As a member of REST or Acumen we will pay for your first super-related question over the phone with a Money Solutions* coach. Then any additional advice will be at your expense.
Money Solutions is a team of financial advisers who can help you to make informed decisions about your financial goals.
To be put through to a Money Solutions 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 Limited 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.