Let’s find the right advice for you
Tell us the decision you are facing and when you need to make it. HFI provides financial advice for retirement, investments, inheritances, Special Disability Trusts, TPD payouts and other complex financial matters.
Initial fit call: up to 15 minutes at no charge to discuss suitability. No advice is provided during this call. We agree the scope and fees before chargeable work begins.
What to include
- Whether you need advice for yourself, your family, a trust or a client.
- A brief outline of the decision and any deadline. Amount ranges are enough for an initial enquiry.
- Your preferred contact method and any communication or accessibility needs.
Protect your privacy: please do not enter tax file numbers, account numbers, passwords, identity documents or detailed medical information. Professional enquiries can begin with a de-identified outline. We will arrange an appropriate transfer method if documents are needed.
What happens next
Our team considers your enquiry, discusses whether HFI can assist and explains the proposed next step. An enquiry does not establish an advice engagement. If a consultation or advice service is appropriate, its scope and fee are agreed before work begins.
View fee information · Read our Financial Services Guide · Read our privacy policy
General Enquiries
Our office hours are 8:30am to 5:30pm Monday to Friday.
If you have an enquiry, please submit an online enquiry using the enquiry form or call us and a member of our team will be happy to assist you.
Address
By appointment only.
Shop 6, 23 Hassall Street, Parramatta NSW 2150
Fax: 02 8458 5165
General advice warning: Any advice on this page is general in nature and has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, consider whether it is appropriate for you and seek personal advice where needed. Where a financial product is involved, obtain and consider the relevant Product Disclosure Statement or other disclosure document before deciding. Investment returns are not guaranteed and investments can lose value.
Health & Finance Integrated Pty Ltd, ABN 72 165 510 618, Corporate Authorised Representative No. 1293198 of Able Financial Services Pty Ltd, ABN 27 646 319 164, AFSL 530596. HFI is not independent, impartial or unbiased because HFI or its licensee may receive life insurance commissions. See our Financial Services Guide, adviser profiles and fee information.