Quality advice changes lives

Prepare for Retirement

Like you, we see retirement as a time to start, not stop. And at StatePlus we’ve been helping hard-working Australians for over 25 years do just that. Our expert financial planners will help you achieve your financial goals and set you free to live a life fully engaged with the people, interests and causes that you care about.
Retirement planning

StatePlus sees retirement as a time to start, not stop. With help from our financial planners you can achieve your retirement planning goals.

Get Ready for Retirement in 5 Easy Steps

Are you feeling positive and confident about your retirement? We can help. By reading over this guide, you’re on your way towards your ideal retirement.

Get more from your retirement with good advice

How do you go about finding the right advice to help you reach your goals?

Why retirees want to keep learning

Ever thought of studying in retirement? It’s a great way to set yourself a goal, make connections and enjoy a new interest.

Getting the right investment mix

How is your super invested? Achieve your retirement goals with the right balance of risk and return.

Feeling good in retirement

Retirement is a major life change. Research shows people are using the opportunity to adopt healthier lifestyle habits.

Salary sacrifice

Salary sacrificing offers significant tax savings, and can be an effective way to maximise your super benefit and retirement lifestyle. Find out more here.

A regular income for your retirement years

What happens to your super once you retire? Learn about your options for having a regular income to draw on from your super balance.

Finding the right balance with family in retirement

Research shows retirees are experiencing increasing demands on their time and financial support. So how do you get the balance right?

Get ready for retirement the positive way

Making a positive change. Whatever your retirement plans are, life will be different. If you’re anxious about the future, we’re here to help with 3 tips to help you prepare for change.

3 signs it’s time to retire

Are you ready to take the plunge and retire? We take a look at the lifestyle, financial and emotional aspects of getting ready for retirement.

Volunteering

There is increasing evidence to support a link between helping others and good health and happiness. We look at 3 positive impacts volunteering can have on your life.

Get social in retirement

Being socially active can improve both your health and quality of life. It could be just as important as good diet and exercise.

Take retirement for a test run

By moving to part-time work before you retire, you can test the waters on how you will cope emotionally and financially. Find out more.

Your retirement planner

It's never too early or late to get advice about your financial situation. StatePlus planners can help put a strategy together that meets needs.

Age pension

StatePlus can provide advice about your age pension. Read on to find out about your benefits and how you can qualify for the age pension.

How to take control of your retirement

By remaining informed you can feel confident about your retirement. StatePlus can give you the advice you need to stay confident.

Putting yourself first in retirement

Activities that bring us joy, social connection and a sense of purpose are key to living a happy and fulfilling retirement. Try our Life List exercise to discover what will give your retirement meaning.

Empower your retirement with the right knowledge

Planning for retirement can be complicated. StatePlus can help with your retirement planning to put you right back in the drivers seat.

How to find the best planner for you

Choosing a financial planner is a big decision. StatePlus planners take the time to make sure you understand everything about your finances.

What is StatePlus about?

StatePlus isn't just about the financial planners that work there. It's about you and the exceptional service we strive to give each clients.

Transition to retirement

Transition to Retirement can let you acces some of your super before having completely retired. StatePlus can provide a strategy for you.

5 easy steps to retirement


Download our FREE retirement guide and start planning the retirement you want today.


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Contact us

Book an appointment to speak with one of our planners about your retirement plans.

    1800 620 305

Find a seminar

A great way to learn all about retirement planning is to attend a StatePlus seminar.