National Service Financial
About the Business
Welcome to National Service Financial, located at 1 Bryant Drive, Tuggerah, Australia. As an establishment specializing in finance, we are a point of interest for veterans who have been discharged or retired from the Australian Defence Force (ADF) and have received compensation or a pension. It is crucial for individuals in this situation to seek the advice of a FASEA Qualified Financial Planner to secure their financial future.
For most veterans, transitioning from full-time work to a Department Of Veterans Affairs (DVA) payment or pension brings about significant changes in their finances. At National Service Financial (NSF), we understand the unique financial planning needs of veterans and strive to ensure they can enjoy a comfortable life outside of service.
Engaging the expertise of a financial planner is highly recommended for anyone seeking a secure financial plan, especially for veterans facing retirement or an early discharge. These situations entail a significant shift in their financial situation, and a financial advisor can help individuals better understand their finances and provide professional advice on managing investments. This guidance minimizes the risk associated with mismanaging finances, reducing financial stress.
At National Service Financial, we are proud to inform veterans receiving Special Rate Disability Payments (SRDP), Medical Discharge payouts, and other forms of compensation that the DVA offers to pay for financial advice. With this opportunity, there is no reason not to seek out a qualified financial planner.
Worrying about how to afford life's essentials or whether you can maintain the lifestyle you desire after ADF service is something a FASEA Qualified Financial Planner can help you avoid.
Our financial advisors specialize in helping veterans with their personal finances and can assist in several areas to help reach financial goals. We provide personal financial advice related to various aspects, with the goal of supporting veterans to live a worry-free life post-service through our dedicated financial services.
For veterans receiving an SRDP, we facilitate financial advice and planning to ensure an ongoing source of income. As your trusted financial advisor, we work to understand your financial situation and help you utilize this pension in a way that supports your lifestyle.
After an ADF Medical Discharge and the approval of a disability payment, we provide financial advice and planning on how to best manage this payment. We understand that living on a disability payment can be challenging for many veterans and aim to create an optimal financial plan for a comfortable future.
As an accredited mortgage broker for DHOAS home loans through Australian Defence Credit Union, National Service Financial is one of the few financial institutions able to facilitate this process. This positions us as the ideal team to provide financial advice and planning related to this financial product.
Once retired from the ADF, we can provide financial advice and planning on how to best utilize your superannuation as part of your retirement planning. This includes investing your super in property or exploring other investment opportunities. We offer guidance on how this can be applied to the transition from the ADF to civilian life, ensuring a steady source of income.
At National Service Financial, our qualified financial advisers are ready to assist you with all your financial planning needs. You can find us at Mariners Commercial Building Suite 408, 1 Bryant Drive, Tuggerah NSW 2259. We are authorized representatives of ShartruWealth Australian Financial Services Licence: 422409 and Galaxy Finance & Property Group Pty Ltd with ABN 35 603 674 746 and ACL 389087.
To get in touch, you can reach us at info@nationalservicefinancial.com.au or call us at 02 4347 9444 or toll-free at 1300 580 802.
Please note that any information provided is general advice only and does not take into account investors' goals and/or objectives, financial situation, or needs. Before acting on this general advice, investors should consider the appropriateness of the advice based on their objectives, financial situation, or needs.
Trust National Service Financial for all your financial planning needs and secure your financial future today.
Photos
Location & Phone number
1 Bryant Drive, Tuggerah, New South Wales 2259, Australia
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
8:30 AM - 4:30 PM
Sunday:
8:30 AM - 4:30 PM
Reviews
"I contacted Wayne and his team at National Service Financial during my medical discharge earlier this year and they have been exceptionally helpful and professional. Their knowledge regarding the DVA and CSC processes is fantastic and they have made the whole process easier to understand. They have also supported me in other areas such as real estate and setting myself up financially moving forward. They have always made themselves available to assist me with any queries or questions that I have had. They have made a huge difference during what was a difficult and stressful time. I would highly recommend anyone seeking financial advice to contact National Service Financial."
"During a very stressful time separating from the ADF on Medical grounds after 21 years of service, I contacted Wayne at NSF in 2020 for help. With a wife and 2 young children to also worry about, Wayne and his amazing team of professionals made themselves available not only during normal work hours but worked around what days/times worked for us. NSF guided me through my discharge process and helped us secure our first home for my family and I which relieved a lot of financial stress. I have recently contacted Wayne again as my financial situation has slightly changed and again he made himself and his extremely knowledgeable team available to successfully guide me through process's in relation to the ever evolving DVA, CSC and taxation system. So again my family and I are in a much better financial situation purely because of their due diligence and up-to-date knowledge of Veterans and their associated eligibility for various benefits and support. To say they care about their clients would be an extreme understatement."
"I recommend NSF, especially for serving military members and veterans. Wayne and the team helped us after the initiation of a transition from full time military service on medical grounds. They had the ability to clearly explain the interdependence of superannuation, insurance, compensation, and pensions and helped us make some informed and immediate decisions to improve our financial stability. The provided advice was also comprehensive and incorporated our personal goals. The team understand the challenges of transition and showed exceptional empathy and support at all times. Most importantly, we were assisted in purchasing a new home and felt supported during what may have been a complex and stressful process."
"Highly recommend NSF for all financial consulting needs. As a member of the defence force transitioning into the civilian world, there was alot things I needed to sort to secure my financial wellbeing. Wayne and his team were quick to sort out what I needed, liaising with both DVA and Military Super to ensure I would receive exactly what I was entitled to in minimum time. We have now sought their expertise to help with the purchase of a new home. Again they have jumped straight into action to assist, even at short notice, liaising directly with numerous lenders to secure us the best product."
"The National Service Financial team have worked wonders to set up our SMSF and investment portfolio. From our initial contact it was easy to see that Wayne and Megan know their stuff, they are incredibly knowledgeable and professional; and really just all round great people to deal with. I would have absolutely no hesitation in recommending their services to anyone starting out with a financial planning dream or wishing to upgrade to a top notch A+ financial service."
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