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

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:




• Savings & Investments
• Retirement Planning
• Superannuation
• Wills & Estate Planning
• Financial Planning & Advice
• Lending & Finance