Whether you’re a lawyer, financial planner or advisor, you can have trust in our ability that we can support you and your client with their financial plan. We believe in applying the best technical expertise to every client’s case. Our principal financial planner and founder, William Johns, is a multidisciplinary with qualifications in disability, finance and business.
He specialises in special purpose trusts such as Special Disability Trusts, estate planning, superannuation and housing including housing knowledge and eligibility strategies as part of the financial planning process and more.
He has been awarded FPA Certified Financial Planner Professional of the Year 2016 (runner up), National Disability Awards 2014 Emerging Leader Category, UN (Finalist) 2014, FPA Future2 Community Award NSW State Winner and National Runner Up 2014 and Money Management Magazine Financial Planner of the Year 2014 (National, runner up) and more.
Our other team members have qualifications and lived experience in law, finance, accounting and disability.
If your business feels that you might need to support your client with expertise that is outside your range of knowledge, we can assist you and your client with financial planning and advice.
To get in contact with Health and Finance Integrated, please contact us at 1300 10 44 99 or email us at firstname.lastname@example.org.