Our approach to financial planning with veterans

We ask that you email through the offer document provided by the DVA. We can then have a look through this and organise a meeting with you to discuss. Generally the DVA pay our fees so in a lot of cases it doesn’t cost you anything to have us go through the options and work out how to maximise your DVA entitlements.

Permanent impairment or Special rate disability pension (SRDP) or Incapacity payments

Permanent impairment payment – the choice to receive this as a lump sum or an ongoing weekly pension will usually depend on your situation, if you have any debts and what kind of weekly amount the DVA are offering compared with the lump sum.

With SRDP or Incapacity payments it’s a little more difficult. It will depend on if you can be eligible for any additional Service Pension with this, or how likely you are to recover and if ongoing rehabilitation and reviews are right for you.

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Tailored strategy

We will sit down with you, go through and explain what the DVA are offering and talk about the impacts on your other benefits and payments. In language you can understand. After this appointment we will work it out, put it in writing and tell you exactly what we think will benefit you most.

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How long do I have to work it out

The DVA will usually give you 12 months to work it out. In most cases it will take us about 4 weeks in total. You will then need to fill in the DVA paperwork and make your election.

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DVA Advocates

Are worth their weight in gold in my opinion. We like working with them becuase they have your best interest at heart. Please feel free to share their details with us, or better yet ask them to send me your information directly. We will work with them to make sure you get the best outcome.

Enquire Now

Permanent impairment payment – the choice to receive this as a lump sum or an ongoing weekly pension will usually depend on your situation, if you have any debts and what kind of weekly amount the DVA are offering compared with the lump sum.

With SRDP or Incapacity payments it’s a little more difficult. It will depend on if you can be eligible for any additional Service Pension with this, or how likely you are to recover and if ongoing rehabilitation and reviews are right for you.

Enquire Now

We will sit down with you, go through and explain what the DVA are offering and talk about the impacts on your other benefits and payments. In language you can understand. After this appointment we will work it out, put it in writing and tell you exactly what we think will benefit you most.

Enquire Now

The DVA will usually give you 12 months to work it out. In most cases it will take us about 4 weeks in total. You will then need to fill in the DVA paperwork and make your election.

Enquire Now

Are worth their weight in gold in my opinion. We like working with them becuase they have your best interest at heart. Please feel free to share their details with us, or better yet ask them to send me your information directly. We will work with them to make sure you get the best outcome.

Enquire Now

Common financial planning challenges for veterans

Veteran’s Health

We understand that physical or mental health issues can make it challenging for some veterans to visit our office. That’s why we offer the convenience of conducting our consultations over the phone or through video conferencing if you prefer. Of course, our door is always open if you’d like to meet in person, and we’ll ensure a comfortable environment tailored to your needs.

Dealing with the Department of Veterans Affairs (DVA)

Having to deal with the Department of Veteran Affairs (DVA) can also seem like a really daunting task, and if you’ve encountered any difficulties in communicating with them, please let us know. We have extensive experience in this area, and we will gladly assist you in facilitating smoother interactions with the DVA, ensuring your entitlements are fully understood.

Incomplete Financial Information

It’s also not uncommon for veterans to lack a full understanding of their financial situation. Don’t worry; you’re not alone on this, and our team is adept at gathering the necessary information, and if any additional details are required, we can obtain your authorisation to contact the relevant parties to get a complete picture of your finances.

What our clients think of us

Experienced team of veteran financial planners

scott quinlan 2023

Scott Quinlan

Principal / Financial Adviser
Masters of Financial Planning
Bachelor of Commerce
CFP®
P (07) 3106 3114  |  F (07) 3106 3100
scottq@solacefinancial.com.au
www.solacefinancial.com.au

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Stephen Horton FINANCIAL ADVISER

Stephen Horton

Principal / Financial Adviser
Bachelor of Commerce
CFP®
P (07) 3106 3113  |  F (07) 3106 3100
M 0418 155175
stephenh@solacefinancial.com.au
www.solacefinancial.com.au

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Giles Stratford FINANCIAL ADVISER

Giles Stratford

Principal / Financial Adviser
Masters of Financial Planning
AFP®
P (07) 3106 3112  |  F (07) 3106 3100
giles@solacefinancial.com.au
www.solacefinancial.com.au

 

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Joel Carty

Financial Planner
Certified Financial Planner – CFP®            
Master of Financial Planning – MFP
Chartered Tax Adviser – CTA
P (07) 3106 3106 | F (07) 3106 3100
joelc@solacefinancial.com.au
www.solacefinancial.com.au

 

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The Solace Financial Team outside Solice Financial House in Brisbane

Why do veterans choose to work with Solace Financial to plan their future?

Many veterans choose to work with Solace Financial because we understand the unique challenges and have a knowledge of the specialised services available that you may not know about. We are also committed to making sure you have full access to your military benefits, retirement planning, and anything else you’re entitled to as a veteran, ensuring you have everything you deserve in return for your service.

Take the first steps to getting the right financial advice & building your wealth

By partnering with Solace Financial, you’re taking the right steps towards building wealth and securing your future. Our team is ready to provide personalised guidance for veterans – all you need to do is take the first step of booking a consultation. We look forward to working with you and making it easier to navigate your finances with confidence and clarity.

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