Empowering Veterans to confidently secure their financial future

Bespoke Financial Advice and Services for Veterans provided by Veterans
VETERAN CAPITAL

Financial outcomes for Veterans.

Empowering Veterans and their families achieve optimal financial outcomes.

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Empowering Veterans to confidently secure their financial future

Bespoke Financial Advice and Services for Veterans provided by Veterans

Certified Financial Advisor Near Me Frankston

Searching for a Certified Financial Advisor Near Me Frankston often means you want reliable, easy-to-understand guidance that puts your financial wellbeing first. At Veteran Capital, we provide personalised financial planning tailored to veterans, families and individuals across Frankston and the Mornington Peninsula. Whether you’re navigating DVA payments, planning retirement, improving your cashflow or building long-term wealth, our advice is structured, practical and built around your real-life circumstances.

Why Choose Us for Certified Financial Advisor Near Me Frankston

Choosing the right advisor can make a significant difference to your financial confidence. When working with Veteran Capital, you receive clear communication, veteran-specific knowledge and a strategy designed to support you now and in the future. We understand local Frankston families, the lifestyle demands of service personnel, and the complexity of managing multiple income streams, superannuation and DVA-related benefits. Our client-first approach ensures you feel supported, informed and empowered at every stage.

Our Certified Financial Advisor Near Me Frankston Services

We offer a wide range of services tailored to your financial goals, including:
• Personalised financial planning designed around your long-term objectives
• Retirement and superannuation strategy support
• Guidance on structuring finances around approved DVA entitlements
• Wealth-building strategies and investment insights
• Insurance and risk-management planning to protect your future
Every service is delivered with clarity and genuine care, helping you put strong foundations under your financial life.

Certified Financial Advisor Near Me Frankston: How It Works

  • Introductory Chat – We learn about your goals, concerns and current situation.
    Assessment – We review your finances, super, income and entitlements.
    Personalised Plan – You receive a tailored strategy built around your needs.
    Action Steps – We guide you through implementing the plan at your pace.
    Ongoing Support – Your advisor remains available as life and finances change.
    This structured process gives you clarity from day one.

Benefits of Working with Us

Clients choose Veteran Capital for our simple explanations, friendly approach and deep understanding of veteran-related financial matters. You gain long-term structure, improved confidence and a clearer path forward—supported by a team that genuinely puts your wellbeing first.

FAQs About Certified Financial Advisor Near Me Frankston

  1. Do you only work with veterans?
    We specialise in veterans but also support all Australians.
  2. Can you help me prepare for retirement?
    Yes—retirement planning is a core part of what we do.
  3. Do you provide investment advice?
    Yes, based on your goals and comfort with risk.
  4. Can you explain my DVA payments?
    We help you understand how approved DVA entitlements fit into your plan.
  5. Is the first meeting free?
    Yes, your initial discussion is obligation-free.
  6. Do you offer ongoing support?
    Yes, we provide ongoing guidance as your needs evolve.
  7. How much does advice cost?
    Costs depend on your financial situation and required level of support.

Get Started with Certified Financial Advisor Near Me Frankston Today

If you’re ready to build clarity, structure and confidence around your financial future, speak with a trusted Certified Financial Advisor Near Me Frankston at Veteran Capital.
📞 Call 0460 003 557 to begin your personalised financial planning journey today.

About Us

Let us empower you and your family to confidently make impactful financial decisions

Veteran Capital is a Veteran Owned and Operated business was established to help Veterans and their families achieve financial security through education, awareness, and tailored advice.

We work with you and your family to help you understand and navigate the complexities of the various unique benefits and entitlements made available to our community.

We specialise in all aspects of Military Benefits and Entitlements ranging from Military Superannuation Schemes (ADF Super, MSBS and DFRDB), Department of Veterans Affairs (PI, SRDP and DHOAS), ADF Conditions of Service (HPAS, HPSEA, Salary Packaging) and Holistic Financial Advice (Investments, Superannuation, Retirement Planning, Insurances and Estate Planning).

We have firsthand experience navigating the unique and complex financial ecosystem that Veterans and their families are confronted with during and after their service.

You can trust the team at Veteran Capital to have your six at every step of your financial journey.
About Us

Let us empower you and your family to confidently make impactful financial decisions

Veteran Capital is a Veteran Owned and Operated business was established to help Veterans and their families achieve financial security through education, awareness, and tailored advice.

We work with you and your family to help you understand and navigate the complexities of the various unique benefits and entitlements made available to our community.

We specialise in all aspects of Military Benefits and Entitlements ranging from Military Superannuation Schemes (ADF Super, MSBS and DFRDB), Department of Veterans Affairs (PI, SRDP and DHOAS), ADF Conditions of Service (HPAS, HPSEA, Salary Packaging) and Holistic Financial Advice (Investments, Superannuation, Retirement Planning, Insurances and Estate Planning).

We have firsthand experience navigating the unique and complex financial ecosystem that Veterans and their families are confronted with during and after their service.

You can trust the team at Veteran Capital to have your six at every step of your financial journey.
Our Services

Supporting Veterans and their families with expert, tailored financial advice.

At Veteran Capital, our services are designed to simplify the complex financial world for Veterans and their families. From military superannuation schemes to DVA benefits, we provide tailored guidance every step of the way. Our goal is to ensure clarity, confidence, and long-term financial security. Explore our specialised services below to see how we can support your journey.
  • TRANSITION ADVICE
  • DVA PERMANENT IMPAIRMENT
  • DVA SPECIAL RATE DISABILITY PENSION
  • HOLISTIC FINANCIAL ADVICE
VETERANS TRUST

Why Choose Us?

Advice built on trust, experience, and understanding.
Veteran-Owned & Operated
We understand your journey because we’ve lived it ourselves.
Specialised in Military Super
Expertise across DFRDB, MSBS, and ADF Super schemes.
DVA Benefits Knowledge
Clear guidance through complex entitlements and claims.
Holistic Financial Advice
Tailored strategies that cover every aspect of your financial life.
Trusted by Veterans & Families
A proven track record of delivering real results.
Commitment to Your Future
Dedicated to securing financial stability and peace of mind.
Veteran-Owned & Operated
We understand your journey because we’ve lived it ourselves.
Specialised in Military Super
Expertise across DFRDB, MSBS, and ADF Super schemes.
DVA Benefits Knowledge
Clear guidance through complex entitlements and claims.
Holistic Financial Advice
Tailored strategies that cover every aspect of your financial life.
Trusted by Veterans & Families
A proven track record of delivering real results.
Commitment to Your Future
Dedicated to securing financial stability and peace of mind.

Take Control of Your Financial Future

Speak with our team of experienced advisors who understand the unique needs of Veterans and their families. Together, we’ll build a plan to secure your financial confidence and peace of mind.
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Questions

Frequently Asked Questions

1
What is the difference between DFRDB, MSBS, and ADF Super?
What is the difference between DFRDB, MSBS, and ADF Super? DFRDB is a defined benefit scheme closed to new entrants since 1991, MSBS is a hybrid scheme (part defined benefit, part accumulation) closed since 2016, and ADF Super is a fully accumulation-based fund for those who joined after 1 July 2016.
2
How do I know which military super scheme I belong to?
It depends on when you joined the ADF (or changed from reservist status) and whether you've had breaks in service. Defence’s Superannuation & Pay & Conditions department can help you determine your scheme.
3
What entitlements am I eligible for under the Department of Veterans’ Affairs (DVA)?
Entitlements may include service pensions, disability or incapacity payments, medical care and allied health cover, rehabilitation programs, and special payments depending on your service history and specific circumstances. Veteran Capital can guide you through what you may be eligible for. (Internal reference)
4
Can I combine or transfer benefits from one scheme to another?
Some sections (like accumulation components) of certain schemes may be portable or transferable; however, defined benefit components usually are not transferable. Each situation is different, so we review your service history to see what’s possible.
5
How does leaving the ADF affect my financial and superannuation position?
Transitioning out of the ADF often triggers key decisions: what to do with your existing super scheme, whether to commute any pension, how to maximise benefits, how DVA entitlements kick in, and how your financial plan needs to adapt for civilian income. We provide support to plan this well in advance.
6
What fees or costs are involved when working with Veteran Capital for advice on my super or entitlements?
We aim to be transparent: any fees for advice are disclosed up-front. Depending on what services you need (super review, entitlement claims, investment advice etc.), there may be different structures (flat fee, percentage of assets, or hourly rate). We’ll provide you a clear quote before any work begins. (Internal reference).
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