Getting the right advice for savings balances of all sizes

Regardless of your bank balance right now, the right advice can improve your financial security and confidence. This is especially true when you’re planning for retirement.

An expert retirement planner can help you make better decisions about the things that matter to you. These are just a few of the things an expert can help you with:

• Working out the best time to retire
• Maximising the benefits from your super scheme
• Deciding how much money you’ll need for retirement
• Managing any shortfall between necessities and ‘nice-to-haves’
• Working less in the lead-up to retirement without sacrificing your income
• Managing your everyday finances

You deserve tailored advice that’s as unique as you are

When you start researching retirement planning, you might get overwhelmed with all the information available. As you start digging deeper, you’ll come across advice on how to maximise your super, budget for a new lifestyle and structure your income to avoid tax penalties.

An expert financial planner can help you find and apply the information that’s relevant to your unique circumstances.

The best planner will take the time to get to know you as an individual before anything else. By understanding your bigger picture, your ambitions and your personal values, your planner can provide advice that’s tailored to you.

At StatePlus we put you in the driving seat. This is advice on your terms. With our Life and Event Advice, you can choose the type of advice you want, how often you need it and how you access it.

We will also cut through any confusing technicalities and clearly explain regulations that apply to your situation. No action will be taken on your behalf, without your express consent.