Health & Finance Integrated (HFI) is an ethical, people-centred social enterprise that offers expertise across the full range of personal financial advisory services, specialising in providing financial advice to people with disabilities and chronic health conditions and their carers.
We were founded in October 2013 by award winning financial planner, carer and social entrepreneur William Johns. William founded HFI with the aim to assist people in finding solutions best suited to their unique situations and to alleviate the anxiety of dealing with the financial, social welfare and social service systems.
Our role often includes supporting people at times of vulnerability, and lending a hand to find a way through to brighter times without prejudice and with absolute commitment, compassion and sensitivity. Through honest conversations and detailed financial planning presented in easy to understand language, we promote well-being and provide a sense of security and stability for our clients and their families.
Our clients come from diverse backgrounds, from young people and families to retirees and executives of corporations. Many of our clients do not require our specialist disability advice, yet choose our firm over others because they trust our ethical approach to financial planning and believe in our vision, mission and values.
Since 2013 our hard work and dedication has been recognised with awards from the Association of Financial Advisors, the Financial Planning Association, the New South Wales Parliament, Money Management Magazine and the National Disability Awards.
By choosing us as your financial advisors you will be benefiting not only yourself, but hundreds of other people we support in the community.
Call us today on 1300 10 44 99 or email us at [email protected]. You may also send a text message to 0408 414 497 to connect with us.