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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 taking the right steps to making your financial dreams come true, financial advice is a great place to start no matter what age or stage of your life you are at.

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How Rest Advice can help

• get your spare money working harder 
• ensure you’re making the right investment choices
• secure your own and your family’s financial future with the right insurance, if something should happen to you
• make the right type of super contributions
• 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. 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.

If you would like further information about Rest Advice including what financial services they can provide, how they are paid etc, please click here.

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What to expect

Good advice is all about getting to know you and uncovering your objectives (what you'd like to achieve). So we'll ask you questions about:

  • your income and expenses
  • your family
  • 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. This is why we’ve developed a flexible advice service, designed to put you in the driver’s seat of your financial future.

Book a call today and you’ll be put in touch with our Member Connections team. Our helpful team will provide you with support and specialist information. You’ll then be able to book in for an appointment with a Rest Adviser if you need more help.

If you’re a Rest member, you can talk to a Rest Adviser over the phone about your Rest Account. If you’re after simple personal advice, a Rest Adviser may help you out at no additional cost.

You can also obtain simple personal advice online from your desktop or mobile via our Digital Advice solutions – just click here to get started.

If you or your partner is not a Rest member you can still get advice over the phone from one of our Rest Advisers, but there will be a cost to you. The Rest Adviser will confirm the cost with you before providing you with any personal advice. Book a call today

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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 contributions 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 retirement planning, 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 our Member Connections team today to learn how Rest Advice may help you.

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