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Budgeting and Planning

Believe it or not, a simple thing like budgeting can greatly impact your lifestyle and determine exactly how and where you live. Learning to live by a budget might seem difficult or unnatural at first. However, over time it could be one of the major contributing factors in creating wealth for your future.
Do people spend more or less money in retirement?

Lifestyle changes in retirement can mean changes in your household budget too. Find out if you can expect to be spending more or less in retirement.

Making your money last: Managing longevity risk early on

Ensuring your money lasts your lifetime is possibly a big concern if you’re approaching retirement. Discover 6 smart strategies to manage longevity risk.

Living well within your means

Keeping a close eye on your bank balance doesn’t have to take the joy out of life. Discover new ways to live well without blowing the budget.

Give your super savings a boost

It’s easy to feel like you’ve gone overboard with spending at this time of year. Get back on track with our 3 super saving tips.

Making it happen: a guide to achieving your goals

Do you find it hard to stick to New Year’s Resolutions? Use these 3 simple tips to achieve your most important goals for the future.

Bring joy to the holiday season by sharing experiences or donating

New experiences often make us happier than new things. Discover 3 ways to enjoy the holiday season more with less stuff.

Making your budget go the distance for the festive season

It can be tempting to go over budget at this time of year. Use these 3 top tips to avoid spending too much before and during the holidays.


This can be quite an eye-opener. Often, we don’t realise just how much ‘little extras’ add up.

Budget Planner

With the StatePlus Budget Planner you can learn to adjust your spending habits while learning skills that will help you for years to come.

Money saving tips

Need help saving for your next holiday? Check out StatePlus' money saving tips so you have more to spend on whats important to you.

What type of retirement suits you best financially?

Not having enough money is one of the greatest concerns for Australians thinking of retiring. StatePlus financial planners can ease your mind.

Many Australians spend too little in retirement

Many Australians spend too little in their retirement. You've worked hard for years and now it's time to enjoy your new life in retirement.

Getting the right advice for savings balances of all sizes

The right advice you can improve your financial security and confidence for the future. A StatePlus planner can provide you tailored advice.

Considering some part time work?

This year the Government changed the way it assesses allocated or account-based pensions under the income test. The change means that if you earn an income from working you risk reducing your Age Pension entitlement permanently.

Three steps to a successful start to the new financial year

The beginning of a new tax year is the ideal time to get things in order and plan for the future. Here are some ideas to get you off to a flying start with your tax, super and household budget.

5 easy steps to retirement

Download our FREE retirement guide and start planning the retirement you want today.

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Contact us

Book an appointment to speak with one of our planners about your retirement plans.

   1800 620 305

Find a seminar

A great way to learn all about retirement planning is to attend a StatePlus seminar.