How we invest your money
At StatePlus we are retirement experts. So we understand the financial needs of pre-retirees and retirees. And that means we manage money differently.
Retirees face some unique risks as they are drawing an income from their investments. This makes them more vulnerable to the volatility of investment markets.
We are sensible about how we invest. We don’t seek outsize returns. Instead our priority is to reduce risk while providing certainty of income. The result is peace of mind for our clients.
How do advice and investing fit together?
At StatePlus we have financial planners and we have an investment team. This means as well as giving advice we can also invest your money.
Our investments and advice go hand in hand. So we can work smarter to help you achieve your financial goals. And we have the insights to match your investments to your specific needs.
It’s important to remember that you don’t have to invest your money with StatePlus. We will always recommend the best investment to suit your individual needs. And this may mean investing with another provider or sticking with your existing investments. Our advisers are not paid commissions so they have the freedom to always act in your best interests.