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Investment Management

With over $10m under management already, Rask manages core portfolios for your family.

Financial Planning

Over 100 clients are matched with our trusted advice partners every month, all across Australia.

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We've partnered with Australia's #1 mortgage broking firm to solve your mortgage and finance needs.

Accounting

Work with our specialist accounting partners, who love investors and small business owners.

Money Coaching

Not sure where to go next? Access top money coaches from across Australia to help guide.

Insurance

Life insurance is an inch-wide, mile-deep. Don't leave it until you need it, connect with our experts.

Business Coaching

More profit, less effort. Rask helps 10,000 business owners start, build and grow profitable businesses.

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Our money coaching partners

Gemma Mitchell

Money Coach & Financial Educator

With over two decades of experience, Gemma’s expertise spans all things personal finance, property investment, career transitions, superannuation, and overall financial wellness. As a mum of two, she understands the importance of balancing life’s responsibilities and knows that the quickest way from dream to reality is a solid plan that includes flexibility and fun. Her approach to money is empathetic and pragmatic—she knows there is no one-size-fits-all when it comes to wealth building and equips her clients with strategies to support their goals, lifestyle, and make them feel in control.

Karen Eley

Certified Behavioural Money Coach & Financial Educator

As a Behavioural Money Coach, Karen combines her 22 years financial advising experience with insights from behavioural economics, psychology, and mindfulness to help clients uncover the root causes of their financial challenges to support them develop healthier relationships with money. Her focus is not just on budgets or spreadsheets but on understanding client’s unique money personality, values, and beliefs that influence their financial decisions.
Karen is a Certified Money Coach (CMC) ®, holds a Bachelor of Accounting, an Advanced Diploma in Financial Planning and CFP. She is a Member of the FAAA, holds board and investment committee roles and is a financial commentator appearing regularly on radio, podcasts and news media.

Lexi Smith

Money Coach & former financial adviser

Lexi brings a no-fluff approach to financial coaching. For 15 years she has guided both individuals and couples, providing them with clarity of their financial situation, and bite size steps to move forward with confidence. You’re always in the driver’s seat with Lexi, but you can be sure she’ll get you to where you want to be.
As a mum of two, Lexi understands the need for practical solutions that fit real-life demands. With an energetic ENTP personality, she has a knack for problem-solving and offering a fresh perspective. This is why her sessions focus on optimising cashflow – boosting income, understanding expenses and finding ways to improve your financial trajectory.
With Lexi as your coach, you’ll receive customised solutions and have some fun along the way!
Education

Podcasts

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Online Courses

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Guides

Rask is the home of DIY... everything finance, investing, business and property. Use our free guides.

Community

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It's still a work in progress.

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Fiducian Group Ltd (ASX:FID)

Diversified Financials

Fiducian Group Ltd (ASX:FID) share price

Fiducian Group Ltd (ASX:FID) passive income

Today's ASX news

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Fiducian Group Ltd (ASX:FID) share price news

ASX Growth Shares

Top 3 small-cap picks by Seneca (and one fundie darling we’re avoiding)

Luke Laretive, CEO & Portfolio Manager, of Seneca Financial Solutions talks about GQG Partners Inc (ASX: GQG), Fiducian Group Ltd (ASX: FID), and RPMGlobal Holdings Ltd (ASX: RUL) as their top 3 small-cap picks; and Audinate Group Ltd (ASX: AD8), one ASX share they are avoiding. Are these share prices a buy today?

March 18, 2024

ASX Bank Shares

How to find the top 10 best ASX shares in Australia (2023)

Want to find the top 10 best ASX shares in Australia? Luke Laretive and Owen Rask go head-to-head in the search for multibaggers on the ASX, with some shocking stats.

September 6, 2023

Today's ASX news

Why The MyState (ASX:MYS) Share Price Is Up

The MyState Limited (ASX:MYS) share price is rising this morning after announcing that it is selling its financial planning business.

June 17, 2019