H&R Block Financial planning services

Our Financial Advice offer

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As part of our commitment to offering our clients assistance with their taxation and broader financial needs, we have partnered with Infocus, a national financial advice business. 

An Infocus Financial Adviser can look over your income, expenses, debts and superannuation, and help you determine your goals and the strategy to achieve them. 

Infocus financial services include:

  • Investing and Wealth Creation
  • Insurance and Income Protection
  • Mortgages and Lending
  • Superannuation
  • Retirement Planning.

As a valued H&R Block client, you are eligible for a no obligation initial consultation with a qualified Infocus Financial Adviser to review the options that may benefit you.

H&R Block is proud to partner with Infocus to offer our clients access to quality financial advice.

Infocus is an Australian owned and operated company which started in 1994.  Infocus has a national network of financial advisers in locations across Australia, all committed to the vision of providing quality financial advice which makes a positive difference in the lives of customers – now and in to the future.

We invite you to speak with an Infocus Financial Adviser today to help you set and achieve the financial goals that will give you peace of mind and help you live your best possible life.

Call 1300 123 068 or complete the call back form to get in touch.     

       


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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