Infocus inks referral deal with H&R Block

Infocus Wealth Management has entered into an exclusive referral relationship with H&R Block.

The referral relationship will see H&R Block refer their clients seeking wealth management services to financial advisers licensed by the Infocus Group.

The two companies said this would be achieved via H&R Block engaging their clients through a dedicated call centre and direct accountant referrals; with the program managed by the Infocus Group.

Related News:

Commenting on the arrangement, Infocus managing director and chief executive, Rod Bristow said that from an Infocus Group financial advisers' perspective, the H&R Block referral relationship offered unprecedented opportunity.

In the initial stages of the relationship, rolling out before 30 June 2017, H&R Block would be directly marketing to more than 1,000 clients every week with the aim of informing clients of the range of value-added services that are now available to them through the relationship with Infocus.

After 30 June, the program will reach full scale with the aim of informing all H&R Block clients of the opportunity to engage with financial advisers licensed through the Infocus Group.

"The H&R Block referral relationship meets our adviser value proposition of helping Infocus Group financial advisers grow revenue, increase efficiency and effectively manage risk in their businesses," Bristow said.




Related Content

Government clamps down on tax double-dippers

Draft legislation released by the Federal Government is seeking to implement the recommendations of the 2015 Organisation for Economic Co-operation an...more

Will more PI insurers exit planner market?

There are growing concerns that moves to increase the monetary claims limits under the new Australian Financial Complaints Authority (AFCA) regime may...more

ASIC bans South Australian adviser for three years

The Australian Securities and Investments Commission (ASIC) has banned South Australian financial adviser, Ramana Rao, from providing financial servic...more

Author

Comments

Add new comment