What Happens to Your Super When You Pass Away?
Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t…
As an Australian Defence Force veteran, you were committed to serving our nation. Now, it’s time you received the same meticulous approach to your financial security that you provided during your service.
ActOn Wealth’s financial advisors in Melbourne offer transparent, regulated, and specialist financial planning that addresses your unique challenges and opportunities. From transitioning financially into civilian life to maximising your veteran benefits and identifying sound investment strategies and retirement planning, our specialist team is here to serve you.
Navigate this transition with financial confidence - contact us for a no-cost, no-obligation meeting.
Obstacles Never Stopped You Before - Why Start Now?
You built a successful career that thrived on challenge. We understand you could be facing any of the below, and we’re here to help.
Adjusting to New Living Costs
Civilians talk of a ‘cost of living crisis’, and you’re beginning to see why. With limited subsidies, you’re facing costs you’ve never encountered.
Uncertainty About Buying a Home
Leaving the military means leaving behind a support infrastructure that includes housing for you and your family. You will not only have to get your head around mortgages and interest rates but battle it out with other home buyers.
Overwhelmed by Public Service Red Tape
Whereas previously, you could follow protocol and make progress, civilian life is marred by red tape. Navigating pensions, benefit schemes, special payments, etc, is a whole new world.
Feeling Limited by Lack of Financial Knowledge
You were busy serving the nation your entire career, which prevented you from becoming financially fluent. Now, you’re discovering certain limitations in your knowledge.
Everything is surmountable. Our mission is to help you overcome any obstacle and grow your wealth. Find out how.
Comprehensive Financial Care for All Your Needs
ActOn Wealth’s experienced Melbourne financial planners offer all the financial services you require as former military personnel. Some of the areas we believe are especially relevant to you include:
A DVA payout from the Department of Veterans Affairs is financial compensation for any past or present ADF members who have experienced a permanent physical or mental medical condition linked to their service and that results in a lifestyle-compromising impairment.
Your superannuation fund was undoubtedly part of the Military Superannuation Benefits Scheme. Now that you’ve departed the ADF, you can either remain with MSBS or transfer to a civilian fund. As super experts, ActOn Wealth can forensically examine the best options available and provide tailored superannuation advice for you.
The Defence Home Ownership Assistance Scheme provides home loan subsidies for eligible past and present ADF personnel, provided you achieve a set of criteria. ActOn Wealth’s financial advisers are also fully qualified mortgage brokers, which is unique for our industry. As such, we’re well placed to provide expert lending advice and strategise how that can sit within your wider financial framework.
Your DVA payout will undoubtedly be one of the most valuable lump sums you will receive and may become your final source of income. Managing it wisely is paramount. ActOn Wealth can assist in helping you decide the best course of action. This may include risk protection insurance - safeguarding your wealth is a means of building it.
If you received a payout, you may wonder about the best DVA investment opportunities available. Lump sums aside, you might consider building an investment portfolio as a part of your wealth-growing strategy. Whatever your plans, ActOn Wealth has investment experts available to help guide you.
We address your overall financial well-being by providing tailored advice in specialist areas. Rest assured, we’ll leave no stone unturned to protect and build your wealth.
We admire Australians who serve our country and want to do everything we can to ensure that you reap the rewards of your sacrifices over the years.
We’re Impartial
Given ActOn Wealth is not tied to any bank, institution or industry super fund, our advice is completely impartial.
We Embrace Structure
Perhaps, like you, we appreciate protocols and procedures, as they provide clarity, structure and stability. Our secure online reporting system lets you access real-time data about your planning, budgeting, investing and more. We set clear and achievable objectives, create defined agendas for meetings and undertake ongoing review processes.
We Stand by Our Ethics
As our company mission and values explain, we are committed to maintaining fully transparent operations. Building and maintaining client trust is paramount, and we will never do anything to compromise that.
We Build Strategy From Uncertainty
We understand that transitioning from the ADF to civilian life is not easy. We’re here to cut through any financial complications and make this as simple, straightforward, and achievable as possible. We’re committed to creating a solid financial base from which you can grow and protect the maximum wealth.
It’s time to focus on your wealth and well-being, and we know how.
Get Peace of Mind With Our Professional Advice
Meet with our team if you’re after sound financial advice for veterans from a firm you can trust and rely on. Conduct due diligence, read our independent and unbiased reviews, and ask us plenty of questions. We want you to have complete confidence that we are indeed the right firm for you.
We’ll make your finances thrive. Find out how today.
Yes, financial advice for military personnel can make a significant difference to your wealth now and into the future. It can assist you in transitioning into civilian life and maximising your super fund, pension returns, and entitlements. It can lay the foundations for long-term retirement and investment planning. Contact ActOn Wealth about our financial planning for veterans today.
Make sure you select a financial planning firm that is ASIC-registered. Ideally, you want them to have their own Australian Financial Services Licence. All advisors working for you should have certified Financial Planner credentials and be a member of the Financial Planning Association of Australia. ActOn Wealth provides all these and more. ActOn Wealth’s clients include ex-defence veterans and members who are still serving.
You could be entitled to DVA benefits, incapacity payments, Defence Home Ownership Assistance Scheme loans, education training grants, healthcare support, retirement benefits, a veterans service pension and more. Contact the Australian Defence Force to determine your eligibility.
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111 Yarra St, GEELONG VIC 3220
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