Specialist financial advice
Your life. Your goals.
A clearer financial future.
Financial advice that connects your health, wealth and family — through retirement, inheritance, disability and life’s important decisions.
Start with a no-charge 15-minute fit call. No advice is provided.
Financial Adviser of the Year 2025
William Johns · Institute of Financial Professionals Australia
What would you like help with?
01
Retirement &
investments
Plan retirement income and investment decisions around your life and goals.
02
Medical Retirement,
TPD & Compensation
Plan for leaving work, receiving a benefit or managing a compensation settlement, with your income and future needs in view.
03
Inheritance,
estates & trusts
Financial advice for beneficiaries, families and trustees, coordinated with your lawyer.
04
Professional
referrals
Specialist financial advice alongside lawyers, accountants, trustees and guardians.
Expert advice.
Human understanding.
We bring the financial picture together around the person.
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“They brought together financial planning and disability knowledge and understanding, and produced the tailored advice we were looking for.”
Annabel Johnson · Google review
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“Willing to adjust their process based on my accessibility needs.”
Taylor Ryan · Google review
Individual experiences do not guarantee financial outcomes.
A trusted partner for your clients.
Specialist financial advice alongside lawyers, accountants, trustees and guardians.
Meet our team · Our advice process · Fees · Ongoing advice · Latest insights
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.
HFI provides financial planning and investment advice for individuals, families and trustees, including retirement, superannuation, Centrelink, inheritance, disability and compensation-related financial matters. Life insurance claims are handled by ClaimRight, a separate company under its own Financial Services Guide and fee agreement.
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.