Financial Advice for Vulnerable Clients: Why Simplified Beats Comprehensive
Financial advice for vulnerable clients may need to be simplified and staged. HFI supports people managing illness, disability or overwhelm.
Payout Received? Time to Review Your Estate Plan
A compensation or TPD payout can change what your will, super nomination and power of attorney actually need to cover. Here’s what to check, and why it’s worth doing sooner rather than later.
AI deepfake scams and the five things that matter this week
AI deepfake scams, RBA rate hold and energy rebates | HFI This Week at a Glance 4.35% Cash rate, held again 4.5% RBA’s forecast unemployment by year end AAA Australia’s credit rating held AI deepfake scams, an RBA rate hold, and energy relief worth claiming AI deepfake scams are the story that deserves the most […]
Personal Injury, Compensation and Redress Lump Sums
How personal injury, compensation and redress lump sum payments are treated under Centrelink, and what lawyers and professional advisers should check before and after settlement.