Secure Your Financial Future
Ensure financial security, maximise benefits and achieve your financial goals.
Guidance on DVA Benefits
We help you secure and understand DVA entitlements and benefits.
Military Financial Advice Specialists
Experienced advisers who understand benefits, conditions and opportunities unique to the ADF.
Maximise the benefits you’re entitled to as an ADF member or veteran
As a member of the ADF or a veteran, you may be eligible for various benefits through the ADF, DVA or your superannuation scheme. These include compensation, housing and medical support. At National Service Financial, our advisers will assist you in identifying and accessing the benefits available to you, as well as helping you plan a secure financial future during and after your ADF career.
Our Military Financial Advice Services
Medical Discharge
We offer advice on services available for ADF members, including helping them get their DVA entitlements, understand the medical discharge process, and maximise their financial security post-separation.
Special Rate Disability Pension (SRDP)
Understand your eligibility for the SRDP, which provides additional financial support to those with service-related disabilities or impairments impacting daily living.
Defence Home Ownership Assistance Scheme (DHOAS)
We assist you with the Defence Home Ownership Assistance Scheme (DHOAS) to help you achieve your dream of home ownership while serving or after your service.
ADF Transition
Our services can assist with a smooth transition to civilian life, assisting ADF members in planning for their future financial post-service, accessing housing benefits and receiving DVA entitlements.
Superannuation
We can advise on your superannuation, whether it’s DFRDB, MSBS or ADF Super. We can assist you with other schemes, including SMSF if you’ve been discharged.
Comprehensive Financial Planning
We develop financial strategies to meet your circumstances, focusing on long-term financial stability, investments and retirement planning.
What client say about us
Why Work with National Service Financial?
Specialist Financial Advice for Military Personnel
We specialise in providing financial advice to military members and veterans, ensuring our services align with your goals and circumstances throughout your military career and beyond.
Veteran-Owned Business
As a veteran-owned business, our team understands the challenges and complexities faced by veterans and ADF members, allowing us to offer compassionate, informed guidance that addresses your financial concerns.
DVA Benefits Expertise
We help you understand the complex world of DVA benefits, ensuring you know your entitlements and receive all the support you deserve for a secure and comfortable future.
DFRDB, MSBS & ADF Super Advice
Our team is experienced with DFRDB, MSBS and ADF Super, offering advice that helps you make informed decisions about your superannuation and retirement planning for improved financial security.
Who We Can Help
- ADF Members:
- Veterans Seeking Financial Guidance:
- Families of Service Personnel:
- Individuals Applying for DVA Benefits:
- Superannuation and Retirement Planning:
Our Process
We follow a structured approach to provide comprehensive financial guidance, ensuring every client receives expert support for their situation.
Financial Discovery Appointment
Start with a no-cost consultation to understand your needs and objectives. We’ll explore how National Service Financial can provide you with the right financial advice to achieve your goals.
Fact Finding
Once we agree on the way forward, we conduct a thorough review of your financial situation, including your attitude towards investment risk and lifestyle expectations, to ensure we fully understand your current position.
Strategy Development
We develop a financial strategy and prepare a Statement of Advice document. This step is focused on aligning your financial approach with your long-term goals.
Delivery
During the delivery phase, we present you with personalised advice and product recommendations, providing clear guidance to help you achieve your financial objectives.
Why Seek Specialised Financial Advice for Military Personnel
Seeking specialised financial advice is essential for military personnel who face different circumstances than civilians, including frequent relocations, deployments and service-related challenges. They can impact financial planning and decision-making.
Experts with first-hand experience in military finance can provide strategies that help service members effectively manage their benefits, investments, and savings.
This guidance can help create a more secure financial future, allowing military personnel and their families to make informed decisions and maximise available financial support.
Creating a Solid Financial Foundation for Veterans and ADF Members
Building a solid financial foundation involves understanding the various entitlements available and creating a long-term financial plan that accommodates the complexities of military service.
Veterans and ADF members face challenges, including fluctuating incomes, frequent relocations and the potential for service-related injuries.
By working with experienced advisers who have been in a similar situation, veterans can learn to manage their financial well-being effectively, make informed decisions about their benefits and investments, and ultimately achieve their financial goals.
This proactive approach enhances financial stability and contributes to long-term peace of mind and security.