Financial Planning & Advice

H&R Block has partnered with Lydian Financial Services, a leading Australian provider of lending and financial advice, to assist you with all your financial requirements.

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Financial Planning & Advice
<p>Affordable</p>

Affordable

Professional advice at affordable prices
<p>Convenient</p>

Convenient

Access to financial planning services at a time that suits you.
<p>Targeted</p>

Targeted

Ability to select a topic that is relevant and important to you.
<p>Compliant</p>

Compliant

Fully compliant advice that meet with the regulators requirements

We help you with Financial Planning & Advice

Are you looking to apply for a new mortgage or refinance an existing mortgage at a better rate? Would you like to develop your retirement pathway plan? Do you need to manage your superannuation? Have you reviewed and covered your risks? Do you have a Will? Do you require financial planning and advice? If the answer to any of these questions is ‘YES’, then we have good news for you!


H&R Block has partnered with two financial services partners who tailor strategies and services to align financial situations and goals for Individuals, Couples, Business Owners and Self Managed Superannuation Funds:


  • Lydian Financial Services, a leading Australian provider of lending and mortgage broker services, who work with a network of professionals around the country to find the best financing options for loans and re-financing. 
  • My Money Sorted, a member of the Financial Planning Association of Australia, who assist by providing strategies, services and financial advice to help match and achieve personal financial requirements and objectives.  


Our financial planning services are:


  • Simple to understand
  • Consistent, affordable, convenient, targeted and compliant
  • Great value for money
  • Make an enquiry below to find the best options for you 


What services we offer

Through their extensive experience, Lydian and My Money Sorted help H&R Block clients navigate the tricky and often confusing process of assessing their needs, evaluating options and securing the right financial service or products for you. Their range of services include:





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Financial Services to suit your particular needs
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Important information: Financial Planning Services (Service) is provided by Lydian Financial Services Pty Ltd ACN 092 786 000 (Lydian) and Online Financial Planning Australia Pty Ltd ACN 648 774 387 (My Money Sorted) under a separate agreement between you and the service provider. You acknowledge that H&R Block may receive a commission or referral fee for promoting this service and/or for referring you to Lydian and/or My Money Sorted.

Financial Planning enquiries

Complete this form below and one of Lydian’s financial experts will get touch with you. You can also call us on 13 23 25

*indicates required information. Advice on Centrelink or foreign pensions/investments is not provided. Advice available only to Australian or Permanent Residents.

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