Transitioning Veterans

The Defence Force Transition Program (DFTP) gives veterans funding to see a financial adviser to discuss the impacts of post-discharge life on your financial situation. We​​

Cost

$495 per hour.

Funding

You will be able to claim up to $1,000* for financial advice if you: 

• Have transitioned within the last two years, or;
• Have started the process of transitioning (either medically or administratively). 

* We invoice depending on complexity and goals. For further detail, please contact our office directly. ​

Process

You will first need to reach out to us for a quote. You can then provide this to your Transition Officer to be submitted for approval. 
You will then receive a 'Determination Minute'. Please provide this us prior to your appointment to ensure you are covered by the funding. 

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 to, making processes smoother and getting your outcomes to you quicker. 

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