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Empower your retirement with the right knowledge

Have you stopped to think about how you’d like to spend your retirement? What would your dream retirement look like if you had decades of healthy and rewarding years to look forward to with no limitations?

You might want to travel, or you might prefer to make more time for your family or a local cause. Regardless of what your dream retirement plans are, planning early can help you gain the confidence to get there.

We understand that making big decisions about retirement can be difficult and sometimes overwhelming. Remember though, you don’t have to do everything at once.

Sometimes cutting back on a few things or managing your money differently can make a big difference. A StatePlus planner can show you how to manage your money regardless of how much you have. We can help you stay on track for retirement and meet the needs of your family.

Planning your retirement in small but meaningful steps can help you gradually take control of your future without getting overwhelmed. It’s never too early (or late) to take the first step towards organising your financial future.

It’s ok to have financial concerns

It’s perfectly normal to feel a little unsettled about what your life will be like once you stop working. It’s a big change. 

However, with a bit of initiative, some expert advice and a smart plan you can shift your focus to the things that are most important to you. 

Most people could benefit from access to quality personal or general financial advice and access to factual information especially at the time of key life events or transitions (e.g. starting a family, preparing for retirement or managing an unexpected redundancy).1

1©Australian Securities and Investments Commission December 2010. REPORT 224: Access to financial advice in Australia 

At StatePlus, we know the decisions you make about your money are important. So we give you time to make sure you understand everything. There’s no rush. There’s no pressure. 

Some of the most common financial concerns you might experience when you approach retirement can be easily alleviated. For example:

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Many Australians worry that they’ve left their retirement planning too late. It’s actually never too late and if you don’t know where to start, ask for help.
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This is one of the most common concerns Australians have in the lead-up to retirement. However, no matter how much or how little money you have now, there are a number of different ways you can grow your wealth.
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Understanding and choosing the right investment for you can be tricky. Know that there are several investment options available to suit your unique situation.
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Finding a financial planner who you feel comfortable with and who you can trust is crucial. 56% of our planners are Certified Financial Planner® (CFP) certified, the highest designation for financial planners globally.

We can help you take and keep control

Mapping out your life and retirement goals is the first step to gaining financial security.

When you’re ready, a StatePlus retirement planner can help you find the right investments that will assist you to maintain your capital, manage risks and meet your needs over time. 

We deliver straightforward advice that will make a genuine difference to you and your family. 

Try our simple, easy to use Budget Calculator to help you assess your current financial situation and get some ideas on how you can improve.

Get ready for retirement in 5 easy steps

Learn how taking some simple steps now can get you financially ready for retirement with our free guide.

Download now

StatePlus five ways to get ready for retirement

You can rely on the best skills and services

It’s important that you feel confident in the skills and ability of your financial planner. 

We consistently invest in our financial planners to ensure that they remain up-to-date with current legislation, the strictest professional certifications and codes of conduct. 

For over 25 years we’ve helped more than 60,500 people like you on their retirement journey. So you can be confident that you’re in good hands.

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Hear from national experts at one of our free seminars in a place near you. Bring along a friend and learn about the impacts of redundancy in the public sector.
Prepare for retirement
Retirement planning starts with a single question: What do I want my retirement to be like?
Get in touch
Do you have questions about your retirement? Call us on 1800 620 305 or contact us online.