Veteran Wealth | Services

Our Services

Advocacy

Often, when military personnel is discharged from the armed forces, they can find it hard to access the services and support they need to begin and maintain a new life in the community.

Advocates can help improve the quality of life by providing essential support to veterans and military personnel when they need it most.

Veteran Wealth is here to help.

• Veteran Wealth is here to help

• We can lower your claim time

• We can explain your entitlements

• We can help maximize your lump sum payout

Superannuation

Superannuation or 'super' is money put aside by your employer over your working life for you to live on when you retire from work.

It is important for you, because the more you save, the more money you will have for your retirement.

Learn the basics of super and how it helps you save for retirement and what you can do to grow, manage and keep track of your super.

Veteran Wealth is here to help.

We offer the following services:

• Super Consolidation

• Super Rollover

• Strategic Asset Allocation

• First Home Super Saver Scheme

• Salary Sacrificing

Financial Advice

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much), and where and when to invest those savings, is every bit important. Financial Planning goes much beyond the realm of just saving and investing.

If you have little experience of dealing with finances or you're confused about making a decision, it may be helpful to get professional financial advice.

Veteran Wealth is here to help.

• 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

• We can help you plan for your retirement

Investments

It's been said: What you sow, so shall you reap.

When it comes to enjoying the fruits of your investment, truer words were never spoken.

While many of us don't realise it, we are constantly engaged in subconscious acts of investment planning.

We plan how we can best invest the limited time we have at our disposal. So, why don't we invest the time planning our investments?

Veteran Wealth is here to help.

Here's what our Investment Planning services:

• Managed Investments

• Insurance Bonds

• Tax Efficient Strategies

Insurance

Once active duty ends, many veterans may consider getting valuable insurance to give peace of mind that comes with knowing their family is protected.

Veteran Wealth is here to help.

We can help you find out if you are eligible of the following services:

• Life Insurance

• Total and Permanent Disability Insurance

• Income Protection Insurance

• Critical Illness Insurance

• Child Insurance

• Key Person Insurance

• Tax-Efficient Structure

Military

Understanding the DVA Claims process can be confusing, time-consuming, and stressful.

Veteran Wealth is here to help.

We can guide you through the process and help you get the most beneficial outcome. Whether you just need some advice to complete your application, or you don't know where to start, we can help.

We can establish the details of your claim, do much of the behind-the-scenes research, and help you complete and lodge your paperwork. And while your claim is being determined, we will keep in touch with you, providing updates and reassurance.

Services we offer:

• DVA Compensation Specialist

• Military Super (MSBS)

Mortgage Broking

Your home is a wonderful place; somewhere to rest, relax and enjoy life as well as being a great investment for the future.

Get the mortgage and home you deserve.

Veteran Wealth is here to help.

• We can revisit your interest rate

• We can save you money on your mortgage

• We can help you lower your expenses

Permanent Impairment

A total disability may not necessarily be permanent, and a permanent disability may not necessarily be total.

To qualify for a 100% P&T compensation rating, your service-related disability must meet the criteria to qualify as both permanent and total.

So how to tell if your VA Disability Rating is Permanent?

Veteran Wealth is here to help.

• We can explain what kind of compensation you can expect to receive in the DVA payout

• We can help you learn how individual payout figures calculated

• We can help you assess if you are at 50 points or higher on the impairment scale

• We can provide comprehensive DVA claims support

Special Rate Disability Pension

The SRDP provides an alternative form of periodic compensation (instead of incapacity payments) for people whose capacity for work has been severely restricted because of conditions due to military service.

SRDP is not automatically granted. So how will you know if you are eligible for the SRDP?

Veteran Wealth is here to help.

• 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

You put your life on the line to protect us. We're here to help protect your military family. Explore your options, manage your policy, and file claims to get the insurance benefits you've earned.

Selecting insurance to protect your family after you leave the service should be easy and always affordable.

If you are getting ready to retire and considering options for your life insurance needs, Veteran Wealth could be the answer. We will provide the right solution to meet your needs

Veteran Wealth is here to help.

• Life Insurance

• Total and Permanent Disability Insurance

• Income Protection Insurance

• Critical Illness Insurance

• Child Insurance

• Key Person Insurance

• Tax Efficient Structure

The future you earnt. The service you deserve.

The quality of your life and future drives us. We dedicate our work to helping you make intelligent financial decisions that enhance your life, your work, your family, and your future.