H&R Block Financial planning services

Helping you achieve your financial goals

From protecting your family by having the right insurance in place, through to creating sound wealth management strategies that help you lead the life you’ve always wanted to live, now and into the future; quality financial advice delivers peace of mind.

To help you achieve your financial goals, H&R Block has partnered with the Infocus Group to provide you with financial planning services. Infocus has been in operation since 2001 and is not owned by any of the major banks or other product providers, meaning your Infocus Financial Adviser has a choice when it comes to structuring the right solutions, tailored to your needs.

We can help you with the following services:

  • wealth creation and investment strategies
  • insurance to protect you and your family
  • planning for the retirement you deserve
  • superannuation consolidation and insurance
  • debt management strategies
  • estate planning

Request a call back

Talk to a member of our friendly team to find out more on 1300 123 068 or complete the form to request a call back and arrange for your free consultation today.

Request a call back

Talk to a member of our friendly team to find out more on 1300 123 068 or complete the form to request a call back and arrange for your free consultation today.

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Who is the Infocus Group?

H&R Block has partnered with the Infocus Group to provide you with financial advice services to help you achieve your financial goals. Operating since 2001, Infocus is not owned by any of the major banks or other product providers, meaning your Infocus Financial Adviser has a choice when it comes to structuring the right solutions that are tailored to your needs.

What services does Infocus provide?

Infocus provides quality advice for Australians from all walks of life. 

It’s not about a bank account, a credit card or a loan - quality financial advice is about an enduring relationship with a trusted adviser that guides you through your financial life with compassion, commitment and support.  From protecting your family by having the right insurance in place, through to sound wealth management strategies that help you lead the life you’ve always wanted to live, now and into the future; quality financial advice delivers peace of mind.

Infocus Financial Advisers are the experts in helping you define and achieve your financial goals so you can live the lifestyle you choose. 

Some of the services Infocus offer are:

  • debt management
  • estate planning
  • gearing strategies
  • insurance
  • investment strategies
  • retirement planning
  • super consolidation
  • superannuation
  • wealth creation

Where are Infocus offices located?

With more than 120 offices nationwide, their national network of highly qualified, experienced financial advisers currently help more than 64,000 clients around the country.

What can I expect in my initial telephone call from an Infocus adviser?

The primary objective of this call is for an authorised Financial Adviser to gain an understanding of what your needs may be. While the individual requirements of each person will differ, all advisers are qualified to discuss a broad range of financial strategies in the interests of ensuring your specific goals are met.

This conversation may be specific to assessing your superannuation strategy or perhaps consolidating multiple superannuation accounts, as well as broader but relevant strategies such as debt management, retirement planning, or wealth creation. The initial call is conducted at no charge to you, nor is there any obligation to continue. In most instances, the call can take 15-20 minutes to discuss broadly your potential requirements.

What costs are involved?

As a valued H&R Block client, your first discussion with an Infocus adviser is complementary.

In the initial meeting, your adviser will assess what your advice needs may be and will be able to provide you with a guide to any possible charges that may relate to assisting you to meet your financial goals.

In many cases, fees and charges related to your tailored advice may be funded from some products which the advice relates to (for eg superannuation), of which your adviser will be able to explain in greater detail.

Can I choose to opt-out of any communications regarding the Financial Programs service?

Yes. You can at any time by emailing financialprograms@hrblock.com.au or by calling the Financial Programs team on 1300 123 068.

Questions?

Talk to a member of our friendly team today to find out more on 1300 123 068.

Important information

All Infocus offices and advisers are Corporate Authorised Representatives of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) trading as Infocus Financial Advice and Infocus Money Management, who holds an AFSL and Australian Credit Licence No. 236523 or PATRON Financial Services Pty Ltd (ABN 13 122 381 908) atf the PATRON Financial Trust (ABN 32 307 788 137) trading as PATRON Financial Advice, who holds an AFSL No 307379.  

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