How Rest Advice can help

When it comes to making the most of your hard-earned cash, good financial advice can make all the difference.

The value of advice

If you’d like to make sure you’re maximising opportunities and are taking the right steps to making your financial dreams come true, financial advice is a great place to start.

How Rest Advice can help

  • Get your spare money working harder
  • Ensure you’re making the right investment choices
  • Secure your family’s financial future if something should happen to you
  • Maximise your super investment
  • Build a plan to make your retirement dreams come true

Why Rest Advice

Rest Advice is all about helping you make good decisions with your super and money today, so you can confidently look forward to a brighter tomorrow.
We believe that everyone should be able to access quality advice that makes a difference, and that getting advice
shouldn’t be daunting, or just for people who are already financially well-off.

In fact, we’re guided by our principles of creating a financial advice experience that is:
  • simple
  • cost-effective
  • convenient
  • value-adding to your financial position.

Rest Advisers are a team of qualified financial planners who are salaried staff and do not receive a bonus or commission as a result of giving you advice. That means you can feel comfortable that any recommendations they make will always have your best interests at heart.

What to expect

The advice process is all about getting to know you and uncovering your objectives (what you’d like to achieve).
So we’ll ask you questions such as:
  • your age
  • your dependants
  • other investments or debts
  • your financial goals
  • how you feel about risk
  • when you’d like to retire.

We’ll analyse this information and make a tailored recommendation just for you.

How to access advice

We understand that everyone is different and wants to do things in their own way and at their own pace. So we’ve developed a flexible advice service that puts you in the driver’s seat.
You can talk to an adviser over the phone by calling us on 1300 300 778.
Or, you can obtain advice online from your desktop or mobile about certain topics, such as investment choice, via our Online Advice Tool – just click here to get started.
In some circumstances, you can also meet with a Rest Adviser in person.

Our price promise

We believe that everyone deserves the benefit of trustworthy, cost-effective advice about their super. For simple advice about things like where to invest your super, how to maximise your super investment and your insurance needs, there is usually no extra charge to you – it’s part of being a member of Rest.
For advice on more complex situations such as preretirement, pensions or retirement the cost will depend on the topic and your circumstances. We’ll always talk to you about any fees first.

Start the conversation today

Remember, it doesn’t cost anything to start the conversation about your financial future. So contact us today to learn how Rest Advice can help you.