Australia-based Infocus Wealth Management has signed a referral agreement with local accounting firm H&R Block to offer financial planning services to the accounting firm’s clients.
Under the arrangement, H&R Block would refer its clients looking for wealth management services to Infocus-licensed financial advisers. This will be done through direct accountant referrals and call centre communication, with the programme managed by Infocus.
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Infocus managing director and CEO Rod Bristow said that the new relationship will help its advisers boost revenue and efficiency, as well as manage risk effectively.
“Helping the extensive national network of H&R Block clients achieve their goals through quality financial advice offers Infocus Group advisers unique growth opportunities unavailable elsewhere across our industry,” Bristow said.
Bristow further said that H&R Block has selected Infocus due to its national adviser network and a wide range of services including investment, insurance and superannuation.
“Our in-house financial advice management software, lack of alignment to product providers, trusted brand and robust governance were also highlighted by H&R Block as key decision factors for choosing Infocus”, he added.
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By GlobalDataThe referral relationship would be marketed to over 1,000 H&R Block clients every week until 30 June 2017. The rest of H&R Block clients will be engaged after this date.
