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Financial Planning & Advice

H&R Block has partnered with Lydian Financial Services, a leading Australian provider of lending and financial advice, to assist you with all your 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 mortgage refinancing, retirement planning, or superannuation management? Need help with risk protection, estate planning, or general financial advice?


H&R Block has partnered with Lydian Financial Services to provide our clients with personalised financial strategies for:


  • Individuals & Couples
  • Business Owners
  • Self-Managed Superannuation Funds (SMSFs)


As a leading Australian provider of lending and mortgage broker services, Lydian Financial Services, work with a network of professionals around the country to find the best financing options for loans and re-financing. 

  • Access to Australia’s leading mortgage brokerage network for the best loan and refinancing options
  • Comprehensive financial planning services to help you achieve your goals
  • Expert advice on retirement pathways, superannuation, and risk management
  • All while being simple to understand, consistent, affordable, convenient, targeted, compliant and great value for money!


What services we offer

Through their extensive experience, Lydian help H&R Block clients navigate the tricky and often confusing process of assessing their needs, evaluating options and securing the right financial service or products 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 Lydian Financial Services Pty Ltd ACN 092 786 000 (Lydian) 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 Lydian.

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Over 400 offices in Australia

Conveniently located across metro and regional locations, you won't have to go far for your next tax return. In fact, for most Australians, we're just around the block!

We’d love to understand how we can better support you. We’d love to understand how we can better support you.

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If you have any further questions, simply call us on (03) 9058 5950 and our team will do their best to assist.

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Financial Planning enquiries

Complete this form below and one of Lydian’s financial experts 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 Lydian’s financial experts will get in touch with you soon. For other queries, you can call us on 13 23 25.