Financial Planning For Veterans | My Wealth Solutions

Financial advice for Australian veterans

While navigating life after being in the military can be overwhelming, we help simplify the process, so you can take the next steps to building your post-military life with assurance and understanding. My Wealth Solutions offers tailored services for Australian Defence Force veterans.

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Supporting veterans navigating financial change

Strategic advice to empower life after the defence force

Have you recently left the Australian Defence Force (ADF) and received compensation or a pension? As you adapt to this new chapter in your life, you may encounter varying living expenses and potentially a decrease in income compared to what you received during your time in the ADF.

The transition to civilian life is no doubt challenging for many veterans. 46% of those who especially have combat experience describe their readjustment to civilian life as difficult. Furthermore, 35% of all veterans say they had trouble paying their bills in the first few years after leaving the military.

With our strategic, straightforward support you will be able to:

Understand your financial situation and get a forecast of your future options
Find your financial footing as you navigate changes in living costs, wages and benefits
Minimise stress and the risks associated with financial guesswork
Manage financial resources and compensation efficiently
Have peace of mind that you’re accessing all your entitlements
Balance your current lifestyle and expenses with your future plans
Secure your financial future with smart wealth-building strategies

Master your new financial world

Leaving the defence force and the security of military services can be daunting.

We help you manage these unique financial hurdles with confidence.

DVA Entitlements If you are looking for someone who can help you with DVA claims and compensation payments, we can help guide and refer you to our top tier DVA advocates. We then assist you to use your compensation to build a solid future.

Sort out your ADF Super We help you understand and optimise your superannuation opportunities, whether with MilitarySuper (MSBS) or ADF Super. We assist with improving performance for your long-term goals.

Adjust to civilian costs The transition to civilian life can make your costs skyrocket, as more expenses are now coming out of your pocket. We’ll help you manage the changes, set up a budgeting strategy that suits you, and manage debt and credit building.

Build wealth and security Get a full roadmap to growing your wealth and rapidly creating a more comfortable and secure approach to your finances. We plan for the long-term, so you will get a good view of both the next year and your options for the next 20 years, including retirement.

Create an investment portfolio Whether you’ve got a few existing investments or are new to the investment game, we’ll help you build a diverse portfolio, from shares to property, that is attuned to your needs, risk profile and future goals.

Buy property or a home Want to get into the property market or find your ideal home? We’ll guide you through the process of getting financially prepared, using entitlements or grants to make it achievable, and identifying the kind of house that would suit you.

Pinpoint your priorities Having your goals on the board, and working towards them, is something we find extremely valuable for our clients. We’ll help you identify your key goals, and create a step-by-step roadmap to reach them, along with the accountability you need to stay on track.

One-off advice We offer simple one-off strategies for veterans when that is more suited to your financial situation. Your adviser will inform you on the benefits and limitations of this.

Real people, real outcomes

Shane 1 month ago

When I first engaged Matt Leech, I lacked a structured approach to maximising my income and planning for retirement. From our very first meeting, Matt demonstrated deep expertise and took the time to fully understand my circumstances and objectives. He listened carefully and presented his advice clearly, ensuring it aligned with my long-term goals.

The development of my financial plan was thorough, transparent, and collaborative. The strategy Matt recommended was both prudent and easy to manage, with a clear focus on achieving my short- and long-term priorities.

I now feel far more confident in how my finances are positioned for the future. I highly recommend Matt to anyone seeking a comprehensive financial plan that thoughtfully balances risk and return.

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Bri- Fi 1 month ago

Izzy is very approachable and I’m more than happy with the difference she has made to my portfolio.

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Dorian Williams 2 months ago

Since I reached out from the get go, MyWealthSolutions have been helpful, kind, and understanding, without being pushy at all. I feel like they have really listened and tailored all of my financial goals and requirements as needed. I trust them and I like that I have catch ups yearly or whenever suits me, as well as them being available when needed. I would highly recommend MyWealthSolutions for anyone looking for human, caring and trusted financial support.

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Maliki Mclaren 2 months ago

Professional, fast actions and responses, successful results.

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Michaela Moss 2 months ago

Thank you Hayden from My Wealth Solutions. You take the time to listen, to understand us and to provide options and advice giving us confidence in our financial future.

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EK_PH 2 months ago

Matt and his team have been providing professional financial advice for a number of years and have really set me on the right path for financial security and future retirement planning.

Highly recommended

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Katie D 2 months ago

Daniel has been amazing, planning for my future and wealth planning is all new to me and Daniel and the team have been fantastic to deal with straight from my first phone call. It’s a decision I should’ve made years ago but I’m pleased to be in professional, friendly and knowledgeable hands now

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Ann Hine 2 months ago

Matt has been terrific to meet with and my partner and I are already seeing and experiencing the benefits of his suggestions. Matt is very approachable, a great listener and easy to contact. It is wonderful to know that we are being guided by such a trustworthy and capable man.

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Darcy Darwin 2 months ago

Hayden has been my financial advisor for 15 months now. He has helped my substantially in growing my wealth as well as my knowledge regarding income, tax, super and insurances. Hayden is incredibly knowledgeable and adapts easily when I have changed my goals and directions in my work and personal life.
Signing up was definitely not a regret and I have already recommended him to a few mates.

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Anh Tu Pham 2 months ago

Josh has been an outstanding financial advisor. He takes the time to explain everything clearly and always makes sure I understand my options before making any decisions. His advice has been practical, easy to follow, and tailored to my goals. Highly recommend.

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Lara Kimberley Sittig 2 months ago

We’ve been working with Josh and the My Wealth Solutions team for 3 years now. It’s given us great peace of mind to work with them on ensuring we’re well positioned to meet our financial objectives. All of the advice and action taken has yielded great results. Would recommend them happily.

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Glenn Scott 3 months ago

Very knowledgeable, thorough and professional. Great tools to help model progress toward goals. Works seamlessly with my accountant.
Would recommend them

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jackie dellar 3 months ago

Colby is very knowledgeable and understands individual needs

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Lauren Charlton 3 months ago

My Wealth Solutions have been amazing in sorting out the best products and financial plan for us and our goals

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Andrea Franceschi 3 months ago

Matt is an outstanding financial advisor, knowledgeable, approachable, and always focused on what’s best for his clients. He takes the time to explain everything clearly and makes you feel confident about your financial decisions. Highly recommend!

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Kym Kelly 3 months ago

Hayden and his support staff have been great to work with. They have fully supported us in the process of working towards setting our targets for the complex needs of our future retirement. It is a relief knowing that we can contact them to ask any question or to get a quick update on where things are at and always get a prompt response.

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Charles Wright 4 months ago

Excellent service from the start, sounds advice and quality outcomes. As opposed to other advisors they provided a full and proper plan even before paying, convinced me that they were the ones for us

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Cameron Parsons 4 months ago

Hayden has been a breeze to deal with and has made my financial life streamlined with purpose. His professionalism and approachability has made it all the easier. Would highly recommended to anyone!

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Rebecca Hopper 4 months ago

Hayden is always available to respond to me with any queries or questions and my portfolio is performing very well so I’m very pleased and highly recommend my Wealth Solutions .

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Bart Banda 4 months ago

Cory and his team helped my wife and me set up our financial long-term plan and it was much easier than I expected it to be. Cory was very professional and detailed oriented and fully understood our total financial situation and our goals. He was very good at explaining everything to us in clear language and concepts that were easy to follow. We are very happy and impressed with the service they provided and can’t recommend them enough.

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Andrew 4 months ago

My Wealth Solutions have given us a financial plan that is suited to our goals, and we feel is achievable. Their advice is great, and they’re easy to get along with. Would recommend.

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steven de feudis 5 months ago

Very informative and walk you through each step. Highly recommend

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Hannah McCluskie 5 months ago

Colby has been amazing helping us reach our financial goals. He has walked us through every step of the way. He is personable and professional and the other staff have been amazing too. Cannot fault them. Would highly recommend them to anyone.

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Nadine Shome 5 months ago

Useful annual meetings for forward planning. Regular adjustments and monitoring of super funds etc and their performance.

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T Nel 5 months ago

I’ve been with My Wealth Solutions for a year now. Daniel in Brisbane has been informative, knowledgeable, patient and kind throughout. Very happy and grateful.

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Matthew Leong 5 months ago

We continue to obtain great value from our visit with Nikki at my wealth. She takes our personal situation into consideration and provides targeted advice to the direction we have set out.

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Jess Stevenson 5 months ago

Great service & attention to detail.

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Michelle Gray 5 months ago

Hayden provides excellent advice and is a true asset to the team. I could not be happier with my experience. Highly recommend!

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tim markovic 5 months ago

Matt and TP have been a pleasure to work with – always professional, transparent, and helpful. They clearly explain every step of the process and I highly recommend the team.

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Wendy Chetham 5 months ago

Thanks to Hayden’s professional financial advice and guidance—alongside my newfound sense of financial accountability—I now feel hopeful and confident about achieving my financial goals. I’m truly grateful to Hayden and the entire team.

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Darron Haworth 5 months ago

Highly recommended for all your financial needs. The ongoing support, advice, and service is second to none.

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Phoenix Project 6 months ago

Great service and professional staff. All advice given has been up to date and tailored to my specific needs.
Thanks for all youve done MyWealth Team.

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Olivia Whyte 6 months ago

We have been with My Wealth Solutions for a few years now and are very happy with the care and expertise we have been given by Josh and the team.
Would recommend if you are looking for a financial advisor!

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Jacques Cockeram 6 months ago

Josh have been very helpful throughout the process and I will definitely recommend them.

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John Knox 6 months ago

Great catch up with Hayden, he really digs in to what our financial aims are and pivots as required to supports our aims, top man!

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Joe Mckinnon 6 months ago

I’ve signed up with My Wealth Solutions after getting a recommendation from Smartline Loans. MWS has been very good in handling my requests and helping position my investments to generate a good return, in these tough times. They look at the whole picture, your dreams, your goals and help you define a solution that works for your needs.

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Amanda Wallas 7 months ago

Another very helpful and confidence -boosting meeting with Cory, as always, yesterday. He is a great listener, he is extremely knowledgeable and has many solutions, all of which he explains with clarity and in simple terms for me. I am very happy with the service and recommend him without reservation.

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N Fern 7 months ago

Josh Bareham and team have been great to deal with. We’ve been with MyWealth for 4yrs now and have been happy with their service, advice and communication from the entire team. Happy to recommend them as your trusted financial advisor

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Bree Woods 7 months ago

Highly recommend Izzy for his no nonsense approach.

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Mick Murphy 7 months ago

My wealth solutions have been fantastic… Thanks again to Josh and team, always informative and comfortable to talk to. Great communicators, professional & we are so glad we reached out a few years ago … they really have taken the stress out of financial planning. M & A Murphy

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Cathleen Johnston 7 months ago

Hayden was knowledgeable in the areas I required financial advice in. He was also able to offer very practical recommendations on reaching my financial goals.

Thanks Hayden

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Wissam Karime 7 months ago

Corey is a good advisor, easy to deal with and available to answer questions.

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Jessica 7 months ago

I’ve absolutely loved my experience working with Hayden Boglary! I feel such a huge sense of relief and confidence about my finances and future planning now — especially around income protection and life insurance. Hayden explained everything so clearly and guided me through decisions I didn’t even know I needed to consider. My only regret is not starting this process sooner

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Caroline Morrissey 7 months ago

Matt from My Wealth Solutions has been wonderful and I am confident he has my best interests in mind. I am so grateful that I found this company (through a Google search!!) and I’m relieved that my superannuation is being looked after.

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Stephanie Fergusson 9 months ago

Cory and team are very professional and responsive. Highly recommend.

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Anthony Corsaro 11 months ago

Izzy Tittor is an outstanding financial advisor who goes above and beyond for his clients. His professionalism, expertise and genuine care make him a stand out in the industry. What truly sets Izzy apart is his deep compassion and dedication working with Veterans. He understands the unique financial challenges we face and works tirelessly to provide personalised solutions that secure our future.
His ability to simplify complex financial matters makes the entire process stress free and empowering.
I highly recommend Izzy and My Wealth Solutions to anyone seeking expert, compassionate financial advise.

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Penelope Pearce 11 months ago

Making financial decisions can be very daunting for most people, particularly at retirement age with little or no knowledge of financial markets and services, however when we met with Matt Leech from My Wealth Solutions all our prayers were answered! Matt listened and provided reassurance and advice that totally outweighed anyone else we had spoken to. The decision to have Matt and MWS on our side has been a great one and we look forward to a very prosperous future. I would also like to give recognition and thanks to Emily Atherton who is our Client Services Officer. Emily handles everything in a very professional and timely manner and never misses a beat. Thank you to both Matt and Emily 😊

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Anita Ghazi 1 year ago

Matt Leech is an authentic, brilliant and attentive financial advisor.
Matt’s commitment to assist me with my financial goals and his dedication to making informed decisions have truly impressed me.
Thank you Matt.

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Betterlife Support 1 year ago

Helpful, responsive, and really understand my needs. I am far from an investment nerd, and these guys are always on hand to talk through things!

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Peter Jury 2 year ago

I had a meeting today with Matt Leech who would have to be the financial advisor i have met .His insights empathy knowledge and warmth all Highlights I would not hesitate recommending Matt to anyone in my circle that needs financial advisor

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Why choose My Wealth Solutions?

We are more than advisors, we are long-term financial partners committed to helping you achieve your financial goals. We believe in integrity and transparency, and we work to a comprehensive and regulated ethical standard, so you can feel confident your finances are in safe hands.

Practical plans made for you We don’t do generic cookie-cutter advice, instead we offer tailored support that fits your unique journey. Grounded in reality, it’s exciting because it’s actually achievable.

Proven results & expertise We have a solid track record of helping countless clients know what to do next, and hit milestones, big and small. We have specialised experience in the challenges you face, so we genuinely understand.

All the details handled Our teams look after the admin and plan management, including investing, paperwork and plan implementation, so you can focus on spending time with your children and partner.

Goals-based, not product based We don’t push products. Instead, we start with what you want to achieve, and then we spend time evaluating what strategies and resources will be most suited to getting you to your goals.

Access to top experts We work with the best lawyers, mortgage brokers, and accountants in the business to provide seamless support you can trust.

Clear, relatable guidance Finance can be complicated, but our words aren’t. We provide straightforward advice in language you understand (no financial degree required). No jargon, no urgency.

Real & approachable One of our key values is being welcoming. You can expect to have real, down-to-earth conversations with your adviser without any judgement. We listen carefully to what’s important to you before we act.

Motivation & accountability We bring energy and empowerment to your finances, providing accountability to keep you on track with your personal finances, and supporting you in keeping those big priorities front and centre.

The unique challenges that veterans face

Veterans who transition out of full-time service may face a number of financial challenges such as:

Having a hard time adjusting to changes in living costs and wages
Feeling unsure about how to begin the search for their first home
Facing unfamiliarity with services that were previously provided by the military (such as Medicare, private health, or life insurance)
Feeling the lack of financial knowledge and confidence to make decisions
Needing help with debt management and credit building
Struggling to budget effectively and manage financial resources efficiently
Receiving financial compensation and needing advice on how to best use this

Finances don’t have to be one of those challenges. As you adjust to life outside the Defense Force, My Wealth Solutions can help you solve problems and navigate financial decisions in a way that honours your service, gets rid of financial stress, and builds the future you want. With expert advice, you’ll also minimise the stress and risks associated with financial decisions going wrong.

Talk to an adviser today

Secure your future with wealth-building strategies

Get tailored advice from specialist advisers

Book a 15 minute intro chat

Frequently asked questions

Why is a financial planner important for Veterans?

Financial Planning is highly beneficial to everyday families and also for veterans who are facing retirement or an early discharge. For any veterans dealing with injury or pension income, financial planning will be especially helpful. This is because your financial situation has changed, and you may not have the time or financial experience to build the financial stability you need for the future.

If you have previously served in the ADF, you could be entitled to compensation for any medical conditions connected to your service. These benefits can include a pension, lump sum payments, and other benefits, which can be overwhelming to navigate and apply for.

You may also be eligible to receive assistance from the DVA to help pay for financial advice.
The DVA recognises the importance of ensuring veterans have access to sound financial guidance, especially as they navigate the unique challenges and opportunities that come with their service-related benefits.

Search My Wealth Solutions

Financial advice for Australian veterans

Supporting veterans navigating financial change

Strategic advice to empower life after the defence force

Master your new financial world

Real people, real outcomes

Why choose My Wealth Solutions?

The unique challenges that veterans face

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Secure your future with wealth-building strategies

Get tailored advice from specialist advisers

Frequently asked questions

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