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Infocus enjoys early success with H&R Block tie-up

Infocus Group has seen 20,000 clients of taxation specialist H&R Block seek advice on matters such as life insurance during a nine-week pilot program in Queensland.

The financial advice company won the tender to provide personal financial advice to the accounting firm’s customers last December.

The pilot was held in southeast Queensland, and in August the partnership will go national.   

Before the national rollout, H&R Block offices at more than 300 locations will be introduced to their local Infocus Group financial advisers.

“The opportunity for our advisers to meet their local H&R Block office managers and accountants builds rapport,” Infocus CEO Rod Bristow said.

“It is helping H&R Block feel confident in referring its clients to us.”

The meetings began last week. Meanwhile, Infocus is seeking new recruits.

“During the pilot program we have recruited a number of advisers in southeast Queensland to service the demand from H&R Block clients for financial advice,” Mr Bristow said.

“With the national rollout from August, we are actively seeking qualified, experienced and personable financial advisers right around the country to join Infocus.”