Holistic Financial Planning

At Health and Finance Integrated, we provide a holistic approach to financial planning.
We listen to understand your personal and financial situation, whilst considering your own goals, wants and desires for the future when assisting in all areas of wealth management.
Our advisers are experienced in tailoring financial strategies to your unique situation, and consider all aspects of financial planning when communicating with clients that require specialised financial advice such as medical retirement planning, Special Disability Trusts and Expert Witness Reports.

Our Mission

We want to bridge the knowledge gap between the finance and healthcare industries.

We believe in building communities where people have the means to choose how they want to live.

To share our technical expertise and educate health and finance professionals of how health conditions can impact financial planning..

Our Values

Honesty: We will always act in the best interest of our clients and give honest financial advice.

Respect: We listen to, and value your desires, aspirations, needs, wants and life choices as we believe in autonomy.

Commitment: We are committed to creating an individualised, financial plan to solve any complex challenges you may be facing.

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Our Team

Our team is made up of financial advisers, disability advocates, strategists, human rights lawyers. With our team having lived experience of caring for people with disabilities or having a disability themselves, you can be rest assured that our holistic approach to financial planning will always consider your personal needs and adapt your financial plan when necessary.

Start Your Tomorrow

1300 10 44 99