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Our financial planners

We are driven by a culture of authenticity and a genuine desire to help our clients reach their financial and life goals. Our job (and our passion) is to make sure you get the best outcomes for your retirement.

Confidence you’re in good hands

We’re experts in retirement. We understand the rules and have 26 years of experience in navigating them to get the best outcomes for people just like you. Infact, all our financial planners are members of the Financial Planning Association of Australia, adhering to the strictest codes of conduct.

There’s no rush. There’s no pressure.

We give our clients as much time as they need to think and to get to know us. The first meeting with a financial planner is obligation free. Fees will not become payable until the financial plan is finalised and you have provided explicit agreement to implement.

It is a great feeling knowing that you have helped out a client. While financial planning can be very technical, it is still essentially about people, and having a passion for helping people is paramount.

Cameron Stewart, Regional Manager

Breathe a sigh of relief

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.)

I am passionate about empowering people to make smart financial decisions.

Jane Huang 

Nalini’s story

It is a real privilege to work with my clients towards achieving the kind of lifestyle they dream of in retirement.

Corrina Dunne 

We are fully transparent

You probably have as many questions about your future as you do about your finances. We can help you at every stage of your retirement journey in the way that suits you. We provide advice in an easy way and at an affordable rate through different channels to suit your needs and circumstances.

Find a planner near you

We have offices across Sydney and regional NSW as well as Canberra, Melbourne, Brisbane and Perth. We also offer financial planning services over the phone via our Client Hub. Call 1800 620 305 to talk to us today.

Find a StatePlus Office