InFocus/H&R Block deal sees first referrals

InFocus Wealth Management has announced the first referrals have started to flow following an agreement to enter into an exclusive referral relationship with H&R Block.

The referral relationship would see H&R Block refer their clients seeking financial advice to advisers licensed by the InFocus Group.

InFocus managing director and chief executive, Rod Bristow said: “Based on the scale of the referral program, we are actively looking for quality financial advisers to join the InFocus Group nationally”.

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In the initial stages of the program, which would roll out before 30 June, 2017, H&R Block would directly market to more than 1,000 clients every week to inform their clients about the new advice services that were available through the referral relationship with InFocus.

H&R Block clients seeking financial advice would be referred to financial advisers licensed by the InFocus Group.

InFocus was also helping advisers build relationships with their local H&R Block accounting offices, which it said was a significant centre of influence (COI) opportunity.

InFocus provides financial advice to over 65,000 clients and has over $4.5 billion in funds under advice and manages over $300 million in its funds management business.




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