You and your retirement
When we offer retirement advice, we bring knowledge of super, pensions, investing and years of financial experience to the process. What you bring to the table matters even more. It’s your goals, dreams and concerns that guide our expert planners so they can deliver the right advice to secure your financial future.
Three steps to planning your best future
1. Getting to know you
The first step is all about understanding you by finding out what matters to you now and for your retirement. We gather all the information we need to provide advice that makes a difference to you and your family. And we’ll talk you through different options so you get more familiar and comfortable with your finances.
2. Your retirement plan
We design your retirement plan based on your current needs and future goals. This includes clear and achievable steps to move you forward. You can be confident that the products and services we recommend will be the best choices for your situation.
3. Moving forward when you’re ready
Understanding your plan and what’s involved is essential. We’ll talk you through all the detail and answer all your questions. We’ll only put your plan into action when you feel sure about the choices you are making. Importantly, you won’t be charged any fees until your plan is final.
At StatePlus, we know that retirement is not about money. It’s about life. And that’s why our approach to retirement planning focuses on who you are and how you live. By listening to your goals and priorities, we design strategies that create the financial security and certainty you need to live a life that is full and enriching – both today and in the future.
Most importantly, we stick with you throughout the journey, reviewing your plan regularly and adjusting it when there are changes in your circumstances. Over time, your planner will become a trusted partner, someone you can turn to for a clear perspective at key moments in life. They’ll be there every step of the way, committed to you and your family and making sure you stay on track.
Fees and payments
At StatePlus there are no surprises when it comes to what you pay. Our fees reflect the advice you need and the level of service you want. With StatePlus, you can expect:
- A free, no obligation first appointment with a planner
- An outline of costs at your first meeting
- No fees until you are happy and ready to proceed with your plan
- No fees if you only need advice about your State Super scheme choices or making the most of your scheme.
Over 96% of our clients rate our overall performance as very good or excellent – one of the highest satisfaction rates in financial services in Australia.