MAKING SAFE YOUR FINANCIAL FUTURE

VETERANS FOR EVERYONE.


Our mission is to continue to serve and protect everyday Australians; by mentoring and providing guidance through financial literacy and the services we offer.

OUR FOCUS

  • Financial Planning

    • We can improve your overall financial position
    • We can help you save for a house
    • We can educate you on how to thrive not survive
  • Mortgage Broking

    • We can revisit your interest rate
    • We can save you money on your mortgage
    • We can help you lower your expenses
  • Advocacy

    • We can help you identify claims
    • We can lower your claim time
    • We can explain your entitlements
    • We can help maximize your lump sum payout
  • Permanent Impairment

    • We can explain what kind of compensation you can expect to receive from DVA
    • We can help you learn how individual payout figures calculated
    • We can help you assess if you are at 60 points or higher on the impairment scale
    • We can provide comprehensive DVA claims support
  • Special Rate Disability Pension

    • We can assess if you are eligible for SRDP
    • We can explain the financial implications prior to making the decision to receive SRDP
    • We can maximise your SRDP additional benefits
  • Personal Insurance

    • Life Insurance
    • Total and Permanent Disability Insurance
    • Income Protection Insurance
    • Critical Illness Insurance
    • Child Insurance
    • Key Person Insurance
    • Tax Efficient Structure

what makes veTERAN WEALTH different

When you choose Veteran Wealth, you can be assured that you are working with a financial adviser who has demonstrated competency and made a commitment to ethics. Advocating for veterans, military members, and federal employees, our Adviser has combined his background in Defence and Financial Planning to assist veterans in helping them get their proper disability benefits and claims.


At Veteran Wealth, we made a commitment to serve your best interests today to prepare you for a more secure tomorrow.

what our clients are saying

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