How to find the best planner for youChoosing a financial planner is a big decision – especially as you approach retirement.
The planner you choose will advise you on how to successfully manage your finances and how to achieve your goals.
Good knowledge is expected, however one of the most important things to look for in a financial planner is trust. It’s vital that you trust your planner has your best interests at heart and is communicating your options to you in the clearest way.
At StatePlus, we know the decisions you make about your money are important. So we take the time to make sure you understand everything. There’s no rush. There’s no pressure.
Every StatePlus financial planner has the freedom and support to go the extra mile to make sure you feel in control.
You deserve the highest standards of advice
As you approach retirement there are an increasing number of financial decisions you need to make.
As legislation and other influencing factors change, your decision-making can become complex.
Quality advice is essential but it’s only part of the retirement planning package. It is important that you find a planner who you feel comfortable with.
At StatePlus we put you in the driving seat. This is advice on your terms. With our Life and Event Advice, you can choose the type of advice you want, how often you need it and how you access it.
We want you to be comfortable with the advice you are given and in the way in which it’s explained to you.
Choose the right experts
As a member of the public sector workforce, it’s important that your planner understands your industry inside out.
I have a lack of understanding. I wish I understood a bit more about it earlier on when I was younger but things were different with super back when we started.
Public sector employee, Sydney1
At StatePlus we understand public sector superannuation super schemes. Over 25 years we’ve helped over 60,500 people similar to you so we know the ins and outs of each scheme. Our aim is to simplify the complexity and give you peace of mind that you’ve taken the steps to prepare for a comfortable retirement.