Financial planning for Veterans
Financial advice for those who serve
Financial planning shaped around your service, your transition and the life you're building next.
Life first
Because we understand your unique situation
Military and police careers come with unique challenges, opportunities and financial structures.
At Live Financial Planning, we understand these complexities because we've lived them.
Founder Marcus served in the Australian Defence Force, including overseas deployments and Active Service, before spending 17 years with Victoria Police. That shared experience creates an immediate connection with many of the clients we work with today.
Why we work with veteransSpecialist experience
Why we work with service personnel
Many financial advisers understand investments, superannuation and retirement planning.
Far fewer understand military service, frontline policing, government superannuation schemes, DVA entitlements, transition from service, or the unique decisions that arise throughout those careers. For many clients, it helps to work with someone who understands both the financial and personal aspects of service life.
Service personnel often face some of Australia's most complex financial arrangements. We have experience working with:
Commonwealth Superannuation Corporation (CSC) schemes
Defence Force Retirement and Death Benefits (DFRDB)
MilitarySuper and ADF Super
PSS and PSSap
Emergency Services Superannuation Scheme (ESSS)
Department of Veterans' Affairs (DVA) entitlements
Medical discharges and invalidity benefits
Transition to civilian careers
Retirement planning for military and police members
Our goal
A shared understanding
Service is more than a profession. It shapes the way people think, make decisions and approach life.
Many of our clients tell us they appreciate working with someone who understands that world, because it means less explaining and a greater understanding of the challenges and opportunities they face.
Our goal is simple: To help those who serve simplify complexity, align financial decisions with their goals, and create the freedom to live the life they want.
As seen in
Your clarity call
The first step is simple
Book a 15-minute conversation with Marcus to chat about where you are, where you'd like to be and answer any of your questions.
- Nothing to sign
- No hard sell
- Just a conversation about what's important to you