Seeking Financial Advice

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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.

By following some practical guidelines, you can decide if financial advice is right for you when it comes to managing your super.

When to seek financial advice

Different people will seek financial advice for different reasons.

You may 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

Or you may need broader advice, in the form of a financial plan that helps you:

• Assess your current financial situation
• Clarify your short and long term financial goals
• Put a plan in place to help you achieve your goals

Where do I start?

If you don't already have a financial adviser, REST can put you in touch with Money Solutions*.

A specialist in industry super funds, Money Solutions is a team of licensed financial advisers who can tailor superannuation advice to your needs. They can also assist you with reviewing your financial options on how to save on tax, maximise your super and choose the right investment option.

As a valued member of REST or Acumen, we will pay for your first advice from Money Solutions^. Any additional expense will be charged back to you and can be deducted from your REST account if the advice relates to super or retirement.

Money Solutions does not receive commission – so you can feel confident that the advice is given with your interests in mind.

Get in touch with Money Solutions

1300 300 778 or complete this form and have Money Solutions contact you.
 

* Money Solutions Pty Ltd AFSL 258145. Money Solutions staff are not REST Trustee representatives. Financial product advice given by Money Solutions is provided under their own AFSL. The REST Trustee does not accept liability for any loss or damage incurred by anyone as a result of using Money Solutions products or services. 

^REST will pay for the first advice you receive on a single super issue.