SRDP Offers

If you've received a Special Rate Disability Pension (SRDP) offer from the Department of Veterans Affairs (DVA) you may be entitled to seek financial advice. We can assist you in outlining what choices are in your best interest. ​
Cost
$495 per hour.
Funding
Offers received after 1 July 2025 provide $3,279.13* to see a financial adviser. 
* We invoice depending on complexity and goals. For further detail, please contact our office directly. 
Process
Once you receive your Special Rate Disability Pension letter of offer, reach out to our office to schedule an appointment.
​ We will then request a copy of your offer letter for you adviser to refer to throughout your appointment. It will also allow us to invoice DVA directly. 
What you get
  • ​We begin the onboarding process before you've even walked through the door. We collect information prior to your appointment to ensure we have an accurate understanding of what you need out of your time at Evergreen. 
  • Our advisers prepare before meeting with you. Our advisers look through your provided information and prepare calculations, suggested pathways, and concepts unique to your situation. While this is still general advice, it's targeted at what's most valuable for your situation. 
  • You'll receive a summary following your appointment. This generally includes any discussion points, links to further information, and some basic calculations. 
Why choose Evergreen?
  • We offer unparalleled knowledge on DVA and veteran specific matters. From SRDP offers to ISP assessments, we understand everything veteran and DVA. Our advisers Roshan and Yannick are ex-serving Army veterans and have extensive knowledge of the discharge process, CSC and DVA pensions, the impacts of lumpsums on government subsidies, and more. Our adviser Jessie, while not a veteran herself, is also well versed in these complex and multi-layered processes. 
  • We provide specialised perspectives. Our depth of knowledge allows us to provide you with a wide array of options and considerations, all stemming from our extensive understanding of veteran related financial matters. 
  • Our administration team has years of experience with CSC and DVA. Not only are our advisers well learned on CSC and DVA, our admin team is too, making processes smoother and getting your outcomes to you quicker. 

Client Success Story

We met with a client who unfortunately experienced a trauma in the process of his SRDP decision period. Their adviser was able to inform them of the best decision going forward, and our admin team was able to provide consistent support while they worked through disorientation, medical appointments, and uncertainty. Our administration team was able to go through DVA channels on behalf of the client and organise everything they needed to progress with their decision. 
​
This was all covered under their SRDP offer, which meant no out of pocket cost to them. 
Evergreen Financial Advisers
50 Charters Towers Road Hermit Park Qld 4812
Tel 07 4766 9688
Email [email protected]
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Information provided on this website is general in nature and does not constitute financial advice. Evergreen Financial Advisers Townsville will endeavour to update the website as needed. However, information can change without notice and Evergreen Financial Advisers Townsville does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Evergreen Financial Advisers Townsville does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Evergreen Financial Advisers, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Evergreen Financial Advisers. You may not alter or modify this information in any way, including the removal of this copyright notice. We will need to find out your individual objectives, financial situation and needs before we recommend any financial product to you.  You have the right not to divulge this information to us, if you do not wish to do so. In that case, we are required to warn you about the possible consequences of us not having your full personal information. You should read the warnings carefully.  We keep a record of the personal information, which may include details of your investment objectives, financial situation and particular needs, you provide to us. On your request, we can provide you with a copy of your personal information and advice documents, which we keep on record for no less than 7 years. Please note that a fee for this service may apply.
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