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A national accounting network has now changed its financial advice partner as it looks to help clients navigate through the economic uncertainty amid the coronavirus crisis.
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H&R Block switches financial advice partner
01 April 2020
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9 minute read
H&R Block has now announced a new partnership with Fiduciary Financial Services, moving on from its previous client referral partnership with InFocus.
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The new partnership will see Fiduciary Financial Services now take charge of all financial advice inquiries received from H&R Block clients and participating franchisees.
H&R Block managing director Brodie Dixon said the partnership with Fiduciary Financial Services comes at an important time where individuals and businesses are impacted by the economic uncertainty caused by the coronavirus pandemic.
“The new advice model comes at a very important time. Businesses and individuals are facing unprecedented challenges and financial uncertainty in a COVID-19-impacted market, which is changing daily,” Mr Dixon said.
“We want to ensure our tax experience is the best it can be, and now with Fiduciary Financial Services, we can offer an added financial service to our new and existing clientele and franchisees.
“We look forward to this great new opportunity to help our clients across the country manage their financial affairs and get the best possible combination of tax and financial advice amid these difficult times.”
H&R Block has said it will start to engage agents over the coming months and begin training office associates on the new partnership mode.
Fiduciary Financial Services chief executive George Haramis said Fiduciary is delighted to partner with H&R Block in its “mission to redefine financial advice for all Australians”.
“We believe this is a game changer, not only for the financial advice industry, but for the clients of H&R Block who will gain access to affordable advice on superannuation, insurance, lending, investments and retirement planning,” Mr Haramis said.
“Additional services covering wellness, estate planning and aged care will launch in mid-2020.”
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