A Permanent Impairment (PI) determination is a one-time event, but the financial implications last for life. Most financial advice is transactional. It focuses on the moment the payout occurs. At Coastal Advice, we have engineered a different approach based on a deep understanding of DVA operations and the long-term needs of the veteran community.
We have moved beyond being planners looking for more clients. We have built an integrated ecosystem of people and knowledge designed to support a veteran’s transition and long-term financial position.
Financial security for veterans does not happen in isolation. We have built organic, long-term relationships with specialist services to ensure our advice is part of a unified strategy.
• Advocacy Partnerships: We maintain direct relationships with both paid and volunteer advocacy businesses. We work alongside your advocate to ensure your claims and financial strategy are aligned from the start.
• Veteran-Led Professional Network: We connect our clients with veteran-led property, legal, and ancillary services. This ensures your entire professional team understands the military context and speaks your language.
• Military Superannuation Expertise: We specialise in the technical “ins and outs” of the various military superannuation schemes (MSBS, DFRDB, and ADF Super) and how they interact with DVA benefits.
Our intent is to build a relationship that provides a steady hand throughout your post-service life. We have spent years building our knowledge of DVA operations: their strengths and their challenges. This ensures our advice is grounded in reality.
• Facts over Transactions: We focus on the continuity of your lifestyle, not just the initial investment of a payout.
• Proven Knowledge: We have engineered a tried and true suite of experts to take that one moment of determination and support it for life.
• Specialist Perspective: We do not see a file number. We see a career of service that requires a specific, technical approach to financial readiness.
Coffs Coast Wealth Management Pty Limited t/a Coastal Advice ABN 82 153 980 388 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.
Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.
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