Processing now, thanks for your patience

Client stories

Retirement should be something we all look forward to. At StatePlus, helping people to live generously in retirement is what we strive for every day.

Fred & Marian’s retirement

We work with you

For over 25 years, we’ve helped thousands of clients in the public sector successfully plan for their retirement. Here’s a look at a handful of the people we have gotten to know. Together, we have set retirement goals, created saving and investment strategies, and made a real difference in their lives.

Greg’s early retirement

Retirement is not about retiring from life but opens up a whole lot of other opportunities.

Greg Lansom, StatePlus client

Nalini: “You have to invest in yourself”

Advice makes a difference to your life

Research* shows that people who get financial advice feel more confident about meeting their retirement goals when compared with those who don’t.

Our advice services

*A summary of the findings from the Australian Retirement Vision Survey – Rice Warner, August 2015

Vish, reaping the benefits of good advice

They do spend a lot of time trying to get to know you and ensuring that your retirement reflects your priorities in life.

Victor Ziegler

Victor’s early retirement

Our financial planners

You probably have as many questions about your future as you do about your finances. A StatePlus planner can help you at every stage of your retirement journey in the way that suits you.

Our financial planners

Michelle & Geoff: “We think the future is pretty good”

Hear from some more StatePlus clients

Tony's investment plans and good financial advice have paid off. See how he leads his life after his retirement. Could this be your story?


Pamela and her husband have caught up on their finances. Watch the video and see how they are enjoying their retirement together.


Caroline is excitedly preparing for an active retirement. Watch the video and see how she's getting ready for travel, charity work and fewer emails!

Talk to us today

In our experience clients breathe a sigh of relief after talking to a StatePlus planner – and the numbers back us up. Our clients have given us a 96% satisfaction score, one of the highest of any financial company in the world. (StatePlus TNS Client Service Survey RYQ2 2017 Report.)

Call 1800 620 305