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How to find the best planner for you

Choosing a financial planner is a big decision – especially as you approach retirement.

The planner you choose will advise you on how to successfully manage your finances and how to achieve your goals.

Good knowledge is expected, however one of the most important things to look for in a financial planner is trust. It’s vital that you trust your planner has your best interests at heart and is communicating your options to you in the clearest way.

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

Every StatePlus financial planner has the freedom and support to go the extra mile to make sure you feel in control.

You deserve the highest standards of advice

As you approach retirement there are an increasing number of financial decisions you need to make.

As legislation and other influencing factors change, your decision-making can become complex.

Quality advice is essential but it’s only part of the retirement planning package. It is important that you find a planner who you feel comfortable with.

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 want you to be comfortable with the advice you are given and in the way in which it’s explained to you.

Choose the right experts

As a member of the public sector workforce, it’s important that your planner understands your industry inside out.

I have a lack of understanding. I wish I understood a bit more about it earlier on when I was younger but things were different with super back when we started.
Public sector employee, Sydney1

At StatePlus we understand public sector superannuation super schemes. Over 25 years we’ve helped over 60,500 people similar to you so we know the ins and outs of each scheme. Our aim is to simplify the complexity and give you peace of mind that you’ve taken the steps to prepare for a comfortable retirement.

1 5 Essential Super Answers for Public Sector Employees guide, StatePlus 2016

A guide to getting the most from your defined benefit scheme

If you’re a member of a Public Sector Defined Benefit Superannuation Scheme, download 5 Essential Super Answers for Public Sector now.

Learn more about your available benefits and how to maximise your opportunities to deliver the lifestyle you want in the future.

Get the guide

StatePlus Public Sector Guide

Be confident in your planner

Knowing that your financial planner is giving you the most relevant and high quality advice is essential.
Our planners know how your money is best managed so that a steady income can be achieved taking into account your appetite for risk. Our planners are some of the most qualified in the country. So you can be sure you’re in good hands.

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All our planners are members of the Financial Planning Association of Australia (FPA). The FPA is the peak professional body representing the interests of the public and Australia’s professional community of financial planners.
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56% of our planners are Certified Financial Planner® (CFP) certified, the highest designation for financial planners globally.
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All our planners have extensive expertise in public sector superannuation schemes.
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Over 95% of our clients rate our overall performance as very good or excellent – one of the highest satisfaction rates in financial services in Australia.
Source: TNS StatePlus Client Satisfaction Survey Results Q4 2017

Find the planner that’s right for you

An expert planner can help you make the best decisions for your future. If you’re not quite ready to book an appointment, get some more information from one of our free seminars or online guides.

Not sure where to start?
Take the next step and attend a complimentary StatePlus seminar near you.
Plan for retirement
Do you know how you’d like to spend your time when you retire? We can help you to build a picture of what your ideal retirement looks like.
Download our guide
Learn how to get the most from your defined benefits scheme with our 5 Essential Super Answers for Public Sector Employees

Call us on 1800 620 305 today and ask us how we can help you find the best planner and advice for your unique situation.