Setting up a Special Disability Trust can help families plan for the long term care and financial security of a loved one with severe disability. Before creating the trust, however, it is important to understand Centrelink eligibility rules, reporting obligations, and the professional advice needed to avoid costly mistakes. Planning for the future of a […]
With the latest RBA rate rise in 2026 and the federal Budget just days away, this week’s update from the HFI advisory team covers what higher rates, tax changes, and global market moves mean for you. Here’s what you need to know – and what, if anything, you should do about it. Advisory Update · […]
From Settlement to Growth For many Australians, strategic wealth management in the wake of a health change or a TPD settlement feels like a “crisis” service. It is often viewed as a defensive necessity—securing the claim and ensuring the bills are paid today. At HFI, we believe that is only the first chapter. True financial […]
Paul Conte Instagram is now the place to stay updated with practical financial advice on life’s biggest events. Paul shares regular insights to help Australians navigate complex situations including super, TPD, compensation and medical retirement. We’re excited to share that Paul Conte Instagram is now live with regular updates, insights, and practical guidance for Australians […]