Health & Finance Integrated
Address | 23 Hassall St, Parramatta NSW, Australia | ||||||||||
Phone | +61 1300 104 499 | ||||||||||
Hours |
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Website | healthfinance.com.au | ||||||||||
Categories | Financial Planner, Disability Services and Support Organisation, Insurance Agency, Investment Service, Life Insurance Agency | ||||||||||
Rating | 5 20 reviews | ||||||||||
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Health & Finance Integrated reviews
20 I kindly recommend this Company they so Friendly, patient and VERY Helpful and always keeping you update. The Most Humblest People I have ever meet.
God Bless this Company and People who works there too.
Much Love
I am a client of HFI.
It's been a blessing as I enter the final phase of my working life and the advice I have been given helps alleviate many anxieties I had about financial security in a retirement.
William and his team are brilliant at handling people with issues in their life and his recommendations have helped provide me with substantial peace of mind.
I have a Plan B should I need to stop work, and if all goes well with health I have planned with William for a decent retirement.
Paul and Will have provided such an amazing service! What can I say.they understood my wants and needs for the investment of my TPD payout which Claim Right secured for me. HFI have been very open in communicatoin and have provided me with feedback every step of the way. As I continue working with them I can only say they have their clients best interests in mind.
Jeremy Price QLD
high recommended HFI for all financial needs.
As Paul and William and the whole team are high skilled. And Ready to help
Just awesome.
Thank you to Will, Paul and team. Always friendly and very helpful and accommodating to any questions and concerns I had during the process. Thank you all again. I definitely would recommend to anyone thinking of exploring their options.
From the get go I was scared but impressed. It had taken me a very long arduous process to get to this point and this hurdle had not been anticipated. I predominantly utilised the services of the Claim Right team and the empathy, patience and time provided by Paul, Antonette and their team was professional, friendly, efficient and much appreciated considering the immense amount of personal strain I was experiencing. Paul went the extra mile to explore options to assist me and explained promptly reinforcing everything in his written submissions back to me. I would recommend using this company and am forever thankful for the referral from another amazing company
Where do I start explaining how eternally grateful my family and I will be for being introduced to these guys, specifically Paul. Not only is he an incredible down to earth person, he has a way of making you not feel dumb even when your mental capacity is at a minimum. He knows when to be funny and when to be serious, but most of all, Paul is the kind of person who simply cares about you. If your life is in Paul's hands, rest assured that he will go to all and any lengths to first and foremost protect your interests.
Paul, if you ever get a chance to read this, know that I very rarely, if at all, put up any reviews of anything/anybody and the way you have touched my family's lives has been so significant that I felt compelled to encourage anybody in need of financial planning services to contact you and your team. You are a gem to those who can't see silver linings in life. Thank you.
I have been with Will and the team for some time now. All I can say is WOW! These guys know their business, take the time to get to know their clients, their needs, wants and wishes. They have provided me with the best advice for me. And will even ask the question is this a need or a want? But this was all discussed in the first interview. There isn't one person that want you to achieve the entire team do. I can only thank William, Paul, and Danny for every thing. If your looking for financial advice and planning look no further I really can't recommend them enough
I highly recommend The team at Health and Finance Integrated. After meeting William and Paul I felt confident with the advice I received. I knew very quickly I was in the right hands. I will definitely be returning for more once I need more they have a weath of experience and glad I made contact. Thankyou both for your time and advice.
I am very grateful to have found a firm that is committed to helping those with disabilities and their families negotiate the world of financial planning. William has been professional and caring and is clearly passionate about his work. As Financial Planning intersects with Estate Planning he referred me to a wonderful Solicitor who is also passionate about assisting people and families touched by disability. I would highly recommend William and his team.
HFI provided a wonderful service that helped me to navigate the complexities of early medical retirement. The team managed all aspects of this transition including copious amounts of admin.as well as liaising with the insurance company, doctors etc, during what was a very stressful time, and for a minimal fee.
I was introduced to Will through MS Australia and the fact that he has a deep understanding of MS (as well as other disabilities) is of great comfort, and very unique in the profession. Will has a brilliant mind and a compassionate heart, along with a deep understanding of complex health situations. I highly recommend him and his team.
Thank you Roz, Will, Daniela, Liz and Mariyana
Thanks to the great team at HFI for helping us maintain our independence by giving us financial security and peace of mind.
I have struggled over the years to try to manage my finances and did a really poor job due to anxiety and other issues. But this team has really made a difference. They have been not only helpful but they have worked around/with my personal mental health issues. They saved me!
Will, Roz, Daniella and Elizabeth have demonstrated great empathy and understanding towards our situation.they have acted in a professional manner to assist me obtaining access to my income protection and total permanent disability policies. They also provided assistance with the successful application for the carers allowance that my wife now receives. Will's assistance with the development of an appropriate financial plan tailored to our needs, is providing us with a level of comfort in regards to our financial security.
It was a huge relief to have Will and his team navigate us through the process. We would highly recommend Health & Finance Integrated to anyone seeking assistance and guidance with their financial circumstances.
I was referred here by another injured veteran who dealt with the team. They understood my situation but I was astonished understood my injuries and all the medical things that were going on inside me. Will and his team took their time, advised me on my TPI, DVA pension and Military Super. Because they had an in depth idea of my impairment, they detected I was not being assessed under the correct impairment rate by the DVA, wrote to them and got me what I deserve, and backdated it too!
Friendly, knowledgable and always available. I basically call them everytime I need to make a decision and no question is big or small. Can't see how I could be where I am without these guys. Real deal.
The team at Health and Finance Integrated have worked extremely hard acheiving our financial goals.
After meeting William Johns we knew very quickly we were in the right hands.
Wlliam had a very thorough knowledge of my dissability and the impact it can have both physically and mentally.
William worked together with us in a way that we felt completely supported and had full trust in his skill.
We now feel in control of our financial future.
Belinda and Martin
After being granted a sum of money through my superannuation, I was worried about the tax implications and well how to go about the money itself. After a couple of phone calls an emails all my worries were put at ease. Highly recommended health & finance interrelated.
Dealing with chronic, progressive disease and disability is stressful enough without also worrying about money and planning for a sound financial future. At a moment of health and financial crisis, I went looking for help and found HFI and am eternally grateful to them for their caring, professional, friendly and ethical approach and advice. If you have complex health issues and also need financial guidance, I strongly urge you to contact HFI: you will be glad that you did.
The HFI group are fantastic people. They were honest and detailed work their work. Trust worthy and effecient. Highly recommended.
HFI has been invaluable to my family.
Helping us navigate centerlink, super and income protection.
I would recommend them to everyone particularly people who are living with a disability.