If you are a veteran transitioning away from full-time service and intending to live on a pension or DVA-provided compensation, we highly recommend seeking the advice of a Trusted Financial Adviser for military personnel and checking FASEA for a Qualified Financial Planner.
Speaking with one of National Service Financial’s, Military Specialist financial planners is the best way to ensure the security of your financial future.
Specifically for veterans, National Service Financial is committed to helping ex-service members create financial security and minimise the stress linked with the shift in their income.
With DVA and ADF Transitions allowances for financial advice for those veterans entitled to a Special Rate Disability Payment (SRDP), medical discharge payouts and other forms of compensation, it simply makes sense to seek qualified and specialised advice.
Why Seek Trusted Financial Advice For Military Personnel?
Financial advice for military personnel is best handled by experts who understand the unique circumstances around DVA payments. The development of a comprehensive financial strategy in cooperation with a military finance professional ensures your needs and circumstances are understood and accounted for while safeguarding your financial future.
Financial planners inexperienced with Defence payments and the needs of ex-servicemen and women are generally not as equipped to deliver the comprehensive level of service that National Service Financial provides.
Our Holistic Approach To Financial Advice
Offering a more holistic approach to financial advice for military personnel, National Service Financial uses a trusted network of specialists. This includes access to mortgage brokers, conveyancers, accountants, and other financial planning services, along with various Ex-Service Organisations. We aim to help ADF personnel and veterans become more financially educated, so they can make informed decisions regarding their financial situation.
“All of our chosen specialists have experience working with veterans and Defence personnel, making for a streamlined, personalised approach.”
Our goal is to create a solid financial foundation for our veterans through genuine, skilled expertise that facilitates optimal financial independence post service.
Our Services
Our extensive experience across a variety of DVA-approved payments enables us to provide trusted and tailored financial advice for military personnel and veterans seeking to best utilise these payments. Our expertise covers:
Medical Discharge ADF
Our team just doesn’t deal with the financial side of Medical Discharge. Our Founder, Wayne Bemet, has been through the process and understands how and at what time frames certain events should be occurring to keep your Medical Discharge on track. We also provide comprehensive financial advice for military personnel relating to any Permanent Impairment or disability payout that an ADF member may receive.
Special Rate Disability Pension (SRDP)
Our financial advice and planning for veterans receiving a Special Rate Disability Pension ensures they receive an appropriate ongoing source of income. DVA covers costs associated with seeking financial advice for both SRDP and Medical Discharge payouts/compensation. No cost to the Veteran.
DHOAS (Defence Home Ownership Assistance Scheme)
National Service Financial has access to approved DHOAS home loan providers. This allows us to use our network to provide home loans and financial advice/planning. As defence-accredited mortgage brokers, we can help veterans and ADF personnel get the best possible home loan solution for their individual circumstances.
ADF Transition
Following retirement from the ADF, National Service Financial can provide financial advice/planning on what to do with any superannuation payouts, and how that can be best utilised during their transition from the ADF to civilian life. We help our clients make the important choice of either leaving Super in place, rolling out into a complying fund or making a claim through Med Access for Member and Ancillary Benefits.
Specialised And Genuine Financial Advice for Military Personnel
At National Service Financial, we understand how stressful and overwhelming a departure from the ADF can be. Whether you’re retiring or medically discharging, ensuring you can cover your everyday costs is essential. Our team works to enhance our client’s financial literacy and prepare them for a secure and more certain future through expert financial advice and planning.
Who We Are
Established by a former member of the Royal Australian Navy, National Service Financial truly understands the unique needs of military personnel and veterans. Founder and director Wayne; recognised the need for tailored financial advice for Defence personnel and veterans following his own medical discharge in 2017.
Seeing firsthand the challenges ex-military members face during their transition, he became determined to create a dedicated space for delivering financial advice to military personnel, paired with genuine and understanding care.
As leading and accredited financial advisers, we are bound by the ASIC Code of ethics and meet all obligations to ensure we are compliant within all ASIC regulations. This code ensures financial advisers set and maintain agreed professional standards, so you can trust that we always operate under ethical and fair business practices. We value integrity and trust, and are committed to empowering and giving back to our Defence community.
To experience the National Service Financial difference and position yourself for a secure financial future, book your financial discovery appointment today. Call our office on 1300 580 802.