After winning the national tender to partner with H&R Block in December 2016, a pilot program offering no obligation wealth management services to H&R Block tax and accounting clients in South-East Queensland was launched.
In nine weeks of running the pilot contacting nearly 20,000 H&R Block clients, Infocus has seen a 20% uptake in H&R Block clients wishing to discuss superannuation consolidation, retirement planning and personal family insurance needs with an Infocus Group financial adviser.
Given the success of the pilot, the program will be rolled out nationally in August this year. Ahead of the national roll-out, individual H&R Block offices at over 300 locations around the country will 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.
“A partnership is all about trust,” Mr. 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.”
The national Meet and Greet will commence this week in Sydney, Newcastle, Adelaide, Canberra, Melbourne, Perth and Brisbane. Plans are also underway to link regional H&R Block offices with their local Infocus Group financial adviser prior to the start of the tax season.
Managing Director and CEO of Infocus, Rod Bristow said, “This is a great opportunity for H&R Block clients to receive accessible, affordable financial advice to help them live their best life.”
“It’s also a huge opportunity for our growing number of Infocus Group advisers to help clients who may never have considered seeking financial advice previously,” he said. “During the pilot program we have onboarded a number of advisers in South East Queensland to service the demand from H&R Block clients for quality financial advice. With the national rollout from August, we are actively seeking qualified, experienced and personable financial advisers right around the country to join the Infocus Group”.
For more information, contact Rod Bristow, Managing Director and CEO of Infocus, 1300 463 628 or visit www.infocus.com.au