Our values and our culture

It’s important to know what we do, but it’s crucial to know who we are. In fact, our clients tell us that our culture and our values are a key reason they choose to get advice from us.

Your interests come first in everything we do

StatePlus was established in 1990 by the SAS Trustee Corporation (STC) to provide financial advice to public sector employees and their families.  This heritage drives our culture of authenticity, transparency and a genuine desire to help our clients reach their financial and life goals. 

Our planners are experts

Our planners are some of the most qualified in the country. We combine a deep knowledge of public sector issues with over 25 years experience in planning for retirement. We simplify the complexities of advice to make a genuine and positive impact on your life.

With over 60,500 clients, we have helped thousands of everyday Australians take control of their money. 

We take the stress out of making decisions about your money

The decisions you make about your money are incredibly important, especially in retirement. We give you time to think, and time to get to know us. We are proud to provide financial planning for everyday Australians. So we go that extra mile to make sure our clients feel comfortable. There’s no rush and there’s no pressure.

We’re rated in the top 5% of financial services companies for customer service.

You can trust us

For us being a professional goes beyond simply having the right qualifications. A StatePlus planner:

• behaves ethically
• has the relevant education and experience
• is committed to building long-term relationships; and 
• is accountable for his or her actions. 

At StatePlus you will always be looked after by a professional.

With $16 billion of funds under management and a 25 year history, we’re an established and stable organisation.

We make getting advice easy

Our clients are our first priority so we want to make life easy. This means having the flexibility to access advice when, where and how you want it. We provide advice through different channels – face to face as well as online and over the phone. We make sure that you get the best advice to suit your needs and your stage of life. And we are completely transparent about fees. There are no surprises when it comes to cost.

There’s no obligation or hard sell. The fee you pay will reflect the advice you need and the level of service that you want.

We give you peace of mind

We understand the needs of our clients, especially when it comes to investing for retirement. So we manage your money differently. We understand how to manage risk while providing certainty of income. We offer the services and investments you need to successfully plan for retirement and manage your future. 

You’ve worked hard to earn your money. We’ll work hard to give you the retirement you deserve.