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Financial advice

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.

Advice for every life stage

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.

What types of advice are offered?

We like to think we can help you no matter what you need, and offer three levels of advice:

  • General
  • Member Advice
  • Comprehensive Financial Planning.

General

With this option, we provide factual information and general advice about your super:

  • Over the phone simply by calling 1300 65 18 65;
    or
  • In person, at our office in Adelaide at 211 Victoria Square.

Member Advisers

Our specialist team provide personalised advice over the phone, in person and in your workplace about:

  • Statewide Super investment options
  • Statewide Super insurance cover
  • Contributing to your Statewide Super account.

Statewide Super Financial Planning

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:

  • An initial, no-obligation fact finding appointment; and
  • Professional, personal advice on super-related and non-super-related topics.

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.

Find the most convenient adviser for 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.

No matter your advice needs, we’ve got you covered

These pages can help you understand how we can work with you to achieve your goals:

Make an appointment with one of our team by contacting us on 1300 65 18 65, booking online, or emailing us at financialplanning@statewide.com.au

  • Important information

    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:

    1. Statewide Super has engaged Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514 ("IFS") to facilitate the provision of both personal and general financial advice to members of Statewide Super.  Our Financial Planners, Associate Financial Planners, and Member Solutions Advisors based at our Member Centre in Adelaide are Authorised Representatives of IFS.  IFS is responsible for any advice given to you by its Authorised Representatives.
    2. Statewide Super has also accredited a network of financial advisers ("Accredited Advisers") based locally and regionally. Advice provided to you by these Accredited Advisers will be provided under the Australian Financial Services Licence held by a third party.  That third party is responsible for the financial advice given to you by an Accredited Adviser. 

    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.