Financial Planning & Advice

H&R Block has partnered with Finwell Group, a leading Australian provider of financial advice, to assist our clients with their financial requirements.

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Financial Planning & Advice
<p>Affordable</p>

Affordable

Professional advice at affordable prices
<p>Convenient</p>

Convenient

Access to financial planning services at a time that suits you.
<p>Targeted</p>

Targeted

Ability to select a topic that is relevant and important to you.
<p>Compliant</p>

Compliant

Fully compliant advice that meet with the regulators requirements

We help you with Financial Planning & Advice

Looking for financial planning, mortgage refinancing, retirement planning, or superannuation management? Need help with risk protection or estate planning?


H&R Block has partnered with Finwell Group to provide our clients with personalised financial strategies for:


  • Individuals & Couples
  • Business Owners


As a leading Australian provider of financial advice, Finwell Group use their extensive experience and expertise to identify the best solutions that meet your personal circumstances and ideal goals.


  • Review of your circumstances and identification of achievable goals
  • Comprehensive financial planning services to help you reach your desired outcomes
  • Expert advice on retirement pathways, superannuation, and risk management
  • Access to Australia’s leading mortgage brokerage network for the best loan and refinancing options
  • All while being simple to understand, consistent, affordable, convenient, targeted and compliant

What services we offer

Through their extensive experience, Finwell Group help H&R Block clients navigate the tricky and often confusing process of assessing their needs, evaluating options and securing the right solution for you. Their range of services include:







Ready to take control of your financial future?

Make an enquiry to find the best options for you
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Important information: Financial Planning Services (Service) is provided by Finwell Group Pty Ltd ABN 16 624 596 167 (Finwell Group) and associated providers under a separate agreement between you and the service provider. You acknowledge that H&R Block may receive a commission or referral fee for promoting this service and/or for referring you to Finwell Group.

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Financial Planning enquiries

Complete this form below and one of our financial services partners will get touch with you. You can also call us on 13 23 25 *indicates required information. Advice on Centrelink or foreign pensions/investments is not provided. Advice available only to Australian or Permanent Residents.

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One of our financial partners will get in touch with you soon. For other queries, you can call us on 13 23 25.