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Peninsula on the Bay, 435 Nepean Highway, Frankston VIC 3199

Veteran Capital
Peninsula on the Bay
435 Nepean Highway, Frankston VIC 3199

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Specialist financial advice for the Defence community

Financial Advice That Empowers Australia’s Veterans

Expert guidance on DVA and CSC entitlements, transition from Defence, superannuation, insurance and retirement – from a Navy veteran who has walked the same path as you.

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Veteran owned & operated Serving veterans Australia-wide
Veteran Capital in fifteen seconds
Who we help

Built for those who served, and the families beside them

Serving members & those transitioning

Plan your discharge with confidence – MSBS, DFRDB, ADF Super and PSSap decisions, insurance continuity and setting up life after Defence.

Veterans with DVA & CSC entitlements

Permanent Impairment, SRDP, Incapacity Payments and invalidity benefits – understand your options and make the decision that suits your circumstances.

Families & the bereaved

Partners, spouses and dependants navigating entitlements, estate matters and long-term financial security – handled with care and plain language.

Funded Advice

Received A Permanent Impairment Or SRDP Offer?

Eligible veterans may have the cost of financial advice on their DVA offer funded directly by DVA – meaning no out-of-pocket expense to you. We handle the paperwork and invoice DVA directly.

Permanent Impairment Guide → SRDP Guide →

Transitioning Out Of The ADF?

Eligible members may be able to access funding towards financial advice through the Defence Force Transition Program – speak with your transition coach about the approval process.

Leaving the ADF Guide →
Book a Discovery Call
Our process

A clear path from first conversation to ongoing care

1

Discovery Call

A complimentary 15-minute conversation, by phone or online.

2

Questionnaire & Scoping Meeting

Complete our secure fact find, then meet in person or online to agree the scope of advice.

3

Engagement Agreement

Scope and fees agreed in writing before any work begins.

4

Research & Analysis

Modelling your options against your goals.

5

Statement Of Advice

Your recommendations, presented and explained.

6

Implementation & Ongoing care

We put the plan in place and review it with you.

Insights

The Monthly Brief

Our plain-language monthly newsletter for the Defence community – covering markets and the economy, super and tax changes, DVA and CSC updates, and practical tips for life after service. Each edition is sent exclusively to our mailing list – subscribe to receive it.

Your Permanent Impairment offer explained

What your PI offer means, how the weekly and lump sum options compare, and the six-month deadline to be aware of.

Read the guide

Special Rate Disability Pension (SRDP) explained

How SRDP works, how it compares with Incapacity Payments, and the 12-month window to make your choice.

Read the guide
Client reviews

What veterans and their families say

5.017 Google reviews

Let’s talk about your next chapter

Book a complimentary 15-minute discovery call – pick a time below.

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Prefer to call or write?

Call us on 0460 003 557, or send a message and we’ll be in touch – then meet in person or online.

    Send an Email

    Visit us

    Our Frankston office

    Meetings in person by appointment, or online from anywhere in Australia.