VETERAN FINANCIAL CONNECT

Financial Coaching


Financial Coaching isn’t just about numbers. It’s about understanding the emotional and behavioural aspects of money that drives spending decisions. 

Our financial coaching is open to anyone who needs or wants it - not just veterans and serving members.

We know that serving in the ADF and DVA/ CSC compensation and pensions can open up a range of opportunities for members and veterans now, and for their future, and we want veterans to be more across planning for their financial future and actioning it as early as possible in their careers and life.

Earning a good income while serving and compensation and pension payments, can help build a future across general savings, investments, buying a home or starting an investment property journey.

We find that many serving members and veterans often think just serving or their compensation will get them a home loan quickly, and it often doesn't, as sadly we still see so many with high rates of wasteful spending which banks review when it comes to looking at giving someone a mortgage, and their capacity to pay, so we are here to help our members and veterans start on that path to where they want to be financially.

One core focus is providing serving members with a financial coaching service, where we support members with monthly, quarterly or just ad hoc "as you want it" spending reviews, with a money management plan and check ins to ensure they are staying the course.

This is about helping to understand where your money is going and what could simply be wasted, build savings for what you need it for - including showing a clear savings path for when you want to buy a property, and can prove that savings history to a bank which is important for proving capacity for a mortgage.

We support serving members and veterans regardless of where they are in their Defence career or life - from cadets and recruits right through.

Contact us to discuss getting your financial coaching going to:

                                                                                                      0459 945 470 or                                                                                                                via email:  info@veteranfinancialconnect.com.au

Monthly and Quarterly Coaching

Cost: $200 per month or quarter                     

1:1 discussion                                                       

1 hour session                                                   

Spending review prior to each session

Ideal for those who want regular accountability and support

As You Need It

Cost: $200 per appointment as you need it   

1:1 session                                                           

1 hour session                                   

Spending review prior to session

Ideal for those who just want a once off or random check ins and reviews

Spending Review

Cost: No cost                                                           

No 1:1 sessions, just providing a written spending overview.        

Ideal for those who just want to see the numbers/ the data where their money is going, so they can make their own decisions, but with the factual data.