At Health & Finance Integrated we understand the financial pressures disability places on you and your family, and we exist to help you find solutions.

We have successfully worked with people living with a variety of disabilities and illnesses and their careers. Whether you or your loved one is living with an acquired brain injury, multiple sclerosis, cancer, a suddenly acquired disability or is a stroke survivor, we know how to help.

We appreciate that every person and every family has a unique experience in the way disability or illness affects them. Our advice varies from person to person and family to family. We adapt to you, and understand and respect your beliefs, wants and goals.

The bottom line is we listen to you.

Select a category below to find out more about how we help:

Alternatively, get in touch with us today to discuss your how we can support you specifically. Our initial consultation comes at no charge unless otherwise agreed.

Call us  on 1300 10 44 99 or email us at info@healthfinance.com.au. You may also send a text message to 0408 414 497 to connect with us.

Click here for case studies describing how we have assisted people in the past

Meet our team of industry leaders in disability and aged care support, medicine, law and financial planning

 

I have recently acquired a disability or chronic illness

If you or your loved one has recently acquired a disability through illness or serious injury, we understand this can be a devastating time physically, emotionally and financially for you and your family.

At Health & Finance Integrated we promise to work with you to understand your or your loved one’s disability, hopes, aspirations and recovery plans. Through honest conversations, and detailed planning, we will present you with personal advice that is focused on your wellbeing.

While other financial advisors do their best, sometimes you just need people who get it – and we do. Our team comprises industry leaders in disability, medicine, law and financial planning.

We support you by:

  • Assisting you to navigate the complex financial, social welfare and social services systems
  • Ensuring that you are receiving the maximum benefits you are entitled to
  • Ensuring that you have claimed all of your outside entitlements, including from any insurance policies and your superannuation
  • Initiating and managing claims for benefits and entitlements
  • Consulting with dedicating tax and Centrelink experts
  • Finding ways that you can continue to work for as long as possible, or return to work as soon as possible
  • Managing your finances so that your savings can support you for as long as possible
  • Taking over your finances during times of crisis so that you can focus on other priorities
  • Acting on your behalf when needed, for example to negotiate with a bank or listing a property
  • Supporting you to find emergency housing or remain in your own home
  • Providing you with the use of our Client Mobility Car within the Sydney metropolitan area
  • Consulting with our partner not-for-profit and community organisations to ensure you are receiving any support you need

We do things efficiently, at your pace, to your needs, the way you want, and cost effectively.

Most importantly, we listen to you and seek to truly understand you. We devote our careers to making your life easier.

We offer two highly specialised services which aim to make life easier, more engaged, and certain for you and your family:

  • CarePlan is our financial planning and advisory service
  • ProAssist provides professional assistance and project management for those tasks which seem too complex or too time consuming to manage

Get in touch with us today to discuss how we can work for you. Our initial consultation comes at no charge unless otherwise agreed.

Call us on 1300 10 44 99 or email us at info@healthfinance.com.au. You may also send a text message to 0408 414 497 to connect with us.

Read more about maximising your tax and Centrelink benefits

Read case studies detailing the support and advocacy we have provided in the past

Meet our team of industry leaders in disability and aged care support, medicine, law and financial planning

Find out more about CarePlan

Find out more about ProAssist

 

I am living with a disability or illness

If you are living with a disability or serious illness we understand that you’re likely used to having to adapt to the world around you. At Health & Finance Integrated, however, we promise to adapt to you.

Through honest conversations, we will work hard to understand the financial and lifestyle demands of your illness or disability as well as your unique goals, hopes and aspirations. We will do things efficiently, at your pace, to your needs and the way you want.

At Health & Finance Integrated we are specialists in the area of chronic illness and disability. While other financial advisors do their best, sometimes you just need people who get it – and we do.

At Health & Finance Integrated we support you by:

  • Finding ways to ease your financial burden
  • Finding any lost superannuation
  • Locating forgotten insurance policies and initiating the claims process
  • Ensuring that you are receiving the maximum benefits that you’re entitled to
  • Consulting with dedicating tax and Centrelink experts
  • Advocating on your behalf or finding a case manager than can represent your interests
  • Providing you with the use of our Client Mobility Car within the Sydney metropolitan area
  • Consulting with our partner not-for-profit and community organisations to ensure you are receiving any support you need

Most importantly, we listen to you and seek to truly understand you. We devote our careers to making your life easier.

We offer two highly specialised services which aim to make life easier, more engaged, and certain for you and your family:

  • CarePlan is our financial planning and advisory service
  • ProAssist provides professional assistance and project management for those tasks which seem too complex or too time consuming to manage

Get in touch with us today to discuss how we can work for you. Our initial consultation comes at no charge unless otherwise agreed.

Call us  on 1300 10 44 99 or email us at info@healthfinance.com.au. You may also send a text message to 0408 414 497 to connect with us.

Read more about maximising your tax and Centrelink benefits

Read case studies detailing the support and advocacy we have provided in the past

Meet our team of industry leaders in disability and aged care support, medicine, law and financial planning

Find out more about CarePlan

Find out more about ProAssist

Retirement Planning

Call us today on 1300 10 44 99 or email us at info@healthfinance.com.au. You may also send a text message to 0408414497 to connect with us.