Health & Finance Integrated is a specialised financial planning firm in Australia that offers tailored financial services to individuals with disabilities, chronic health conditions, and their carers. With a focus on protecting health, wealth, and family, the firm provides expertise in areas such as medical retirement planning, Special Disability Trusts, and Expert Witness Reports. Their holistic approach to financial planning involves listening to clients’ unique situations, goals, and desires to create individualized financial strategies.
The team at Health & Finance Integrated is comprised of financial advisers, disability advocates, strategists, and human rights lawyers who bring a wealth of experience and understanding to the table. By bridging the gap between the finance and healthcare industries, the firm aims to empower individuals to make informed financial decisions that support their overall well-being. With a commitment to honesty, respect, and personalized service, Health & Finance Integrated strives to provide comprehensive financial advisory services that address complex challenges and cater to the diverse needs of their clients.
Through a combination of technical expertise, empathy, and a genuine desire to help others, Health & Finance Integrated has garnered praise and recognition for their dedication to improving the lives of individuals and families facing health challenges. Clients have commended the firm for its professionalism, integrity, and unwavering support in achieving their financial goals. By offering tailored financial solutions and advocating for the rights of people with disabilities, Health & Finance Integrated continues to make a positive impact in the realm of financial planning and healthcare integration.