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A better advice experience for your members
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Partner with StatePlus

StatePlus partners with super funds, employer associations and unions who want to offer financial advice to members.. 

StatePlus was established to provide financial advice to public sector employees and their families and we’re owned by the public sector. This heritage drives our culture of authenticity and transparency. And provides us with the genuine ability to put your members’ interests first. 

A true partnership approach

  • When you work with StatePlus you remain in control of your member relationships
  • We will communicate with your members according to agreed terms and principles
  • We will work closely with you to manage member engagement 
  • We will track and report to you against key performance indicators 
  • We will consult with you to develop plans to improve member engagement 

With over 160 financial planners across Australia, we have a wide geographic footprint.

A better advice experience for your members 

We understand your members so we can deliver advice that makes a genuine difference to their lives. 

Culture

We are proud to provide financial planning for everyday Australians. We go that extra mile to make sure your members feel comfortable about getting advice.

Expertise

We have over 25 years experience in helping everyday Australians plan for retirement.

Flexibility

We provide advice through different channels – face to face as well as digitally and over the phone.

Education

We guide your members through an education process so that they understand what’s happening with their money at every step of the way.

Professionalism

We hold our planners to the highest standards of integrity and professionalism. 95% of our clients say they would recommend StatePlus to others

Contact us

Talk to James Panaretos about opportunities for your organisation.

James Panaretos

General Manager – Business Development
Phone: +61 2 9078 9408
Mobile: 0411 779 357
Email: james.panaretos@stateplus.com.au