Fees for ADF Transition Financial Planning

To help ADF members transition seamlessly from the ADF, we provide a service that involves a meeting prior to exit to explain the issues that need to be considered and then we conduct a follow up meeting 12 months after exit to ensure the process have been completed with all issues considered.

There are a number of factual advice issues that we will discuss in these meetings along with general advice.

The cost of this transition program is $1,000 and covers the two meetings.

You may be eligible to access $1,000 towards professional financial advice through the Defence Force Transition Program.  Talk to your transition coach for more information and approval.

If personal advice is required, this will be identified and quoted on separately.  If any personal advice is identified to be limited in nature it may be covered as part of your new funds normal fees and we will direct you to take advantage of these benefits where required and available.

We offer a complimentary and obligation-free 10 minute phone discussion to explore likely advice needs prior to committing to an initial appointment.

We are a listed adviser to the ADF Financial Services Consumer Centre linked here.

Information discussed will be general advice only.