At Health & Finance Integrated we can ensure that your staff are educated on any financial matters they may come across, either through their work or in their own personal finances.

Whether you have staff members that have to deal with financial issues with their clients, and want to ensure that they are providing the best information, or you want to ensure that your staff have all of the information they need to get the most value of out their own income, we can help.

Select a category below to find out more.

Call us today 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.

Information for clients

Your staff members are trusted by their clients, and they may often be asked financial questions by worried people in stressful situations. We can work with your staff to ensure that they are providing the best information and referring their clients to the best people and resources.

We can also speak directly to your clients about their financial questions and concerns, either through our fantastic seminars or through one on one consultations.

Find out more about the seminars we can provide

Find out more about our referral program

Call us today 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.

Information for staff

Your staff are passionate, hardworking and integral to your organisation, and you work hard to keep them. We can help you ensure that your staff are happy financially, and work with them to start investing, maximise their savings, protect themselves and their families, take full advantage of tax benefits, be in control of their finances and plan for their future.

By giving your employees access to our services, you and organisation can benefit from:

  • Improved staff retention
  • Better financial literacy amongst your staff
  • Personal goal setting
  • Personal ownership of insurance cover
  • Better understanding of superannuation
  • Quicker and cleaner transitions from role to role
  • Retirement Planning and Succession advice
  • Superannuation and Social Security advice
  • Retrenchment and Termination support

Read more about how we can help you retain your staff

ail us at info@healthfinance.com.au. You may also send a text message to 0408 414 497 to connect with us.

Young Family

When your staff are informed and educated, this fliters through to their decision making and the way they deal with other staff and clients. A highly successful team member is one that has addressed their own needs in their life. We are able to provide you with the tools necessary to arm your staff with the financial literacy and education. We can also have us as a Benefit when you recruit staff. Click here

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.