Infocus declares H&R Block pilot a success
Financial planning dealer group, Infocus is extending its partnership with accounting group, H&R Block after the successful roll-out of a pilot program offering no obligation wealth management services to H&R Block clients.
The pilot program was agreed in December last year, and will be rolled out nationally in August, this year.
The move was confirmed by Infocus chief executive, Rod Bristow who said that ahead of the national roll-out, individual H&R Block offices at over 300 locations around the country would be introduced directly to their local Infocus Group financial adviser.
“This ‘Meet and Greet’ program will build strong relationships between the H&R Block management and accounting teams and Infocus Group advisers,” he said.
“A partnership is all about trust,” Bristow said. “The opportunity for our advisers to meet their local H&R Block office managers and accountants builds rapport, helping H&R Block feel confident in referring their clients to us.”
He said the national ‘Meet and Greet’ would start this week in Sydney, Newcastle, Adelaide, Canberra, Melbourne, Perth and Brisbane, with plans also underway to link regional H&R Block offices with their local Infocus Group financial adviser prior to the start of the tax season.
Recommended for you
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
