What is financial advice?
Different advice for different needs.
You’re in good hands with Statewide Super
When it comes to making the most of your super, having a trusted and experienced financial adviser by your side can be the best investment you’ll make.
Statewide Super’s specialist advice team are retirement experts. They’re passionate about providing you with effective advice so you can make the most of your financial future.
We know that as life changes, so do your financial goals and priorities.
Sometimes you may want general guidance. Other times you may need in-depth advice tailored specifically to your retirement goals.
That’s why we offer a range of flexible advice options so you get exactly the type of advice you’re looking for. We can even help you with non-super related finance matters, including the use of managed funds, margin loans, education plans and protecting your family/wealth.
We like to think we can help you no matter what you need, and offer three levels of advice:
With this option, we provide factual information and general advice about your super:
Our specialist team provide personalised advice over the phone, in person and in your workplace about:
Statewide Super’s specialist in-house and accredited financial planners provide advice on all aspects of your finances, with a focus on helping you (and your partner) define and achieve personal goals at any stage of your life. They offer:
And because we’re Statewide Super, we’re state-wide. So even if you can’t get into the city, our network of accredited financial specialists across the State makes it easy for you to get advice that’s close and convenient to you.
If you’d prefer to use one of our Statewide Super Planners, and aren’t close to our Member Centre, we can arrange a phone or Skype appointment.
These pages can help you understand how we can work with you to achieve your goals:
Factual information and general advice may be provided by representatives of Statewide Superannuation Pty Ltd ABN 62 008 099 223 (AFSL 234171) as trustee for the Statewide Superannuation Trust ABN 54 145 196 298 ("Statewide Super"). Personal financial advice may be provided as follows:
Fees may apply. Further information about the cost of financial advice is set out in the relevant Financial Services Guide ("FSG"). Copies of the relevant FSG for Statewide Super is available for download at www.statewide.com.au/financial_planning or by calling 1300 65 18 65. A copy of the relevant FSG for an Accredited Adviser can be obtained by contacting the Accredited Adviser directly.