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Business Health - helping successful business owners make informed decisions and implement proven solutions.

Business Health is an independent organization specializing in advice and solutions to the financial services industry. Since its establishment in 2000, Business Health has evolved as one of Australia’s leading practice management groups. In addition to its Australian clientele, Business Health has clients in the United States, Canada, South Africa, Hong Kong, UK and New Zealand.

Who do we work with?

We work extensively with leading fund managers and insurance companies, broker/dealer groups and advisers alike. We provide specific services and products designed to enable individual businesses to identify and address both problems and opportunities.

Our services offer customized advice and solutions in areas such as:

  • Sales
  • Distribution strategy formulation
    and implementation
  • Operational management
  • Network development
  • Practice management
  • Packaged programs
  • Research
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Business Health's diagnostic approach makes us uniquely relevant to any financial services business. Our specialized independent expertise can help to identify existing and potential problems and opportunities and then prescribe appropriate solutions and strategies.

How can we help?

Business Health is uniquely equipped to help you pinpoint your firm's strengths and weaknesses - and show you how to utilize our diagnostics and recommendations to your best advantage; capitalize on your existing client base; develop invaluable networks and alliances and increase your profitability.

We can offer you a wide range of tools and templates to improve and maintain your new-found business health, including:

  • Strategic, business, marketing and sales plans
  • Client satisfaction surveys
  • Customized client communications programs.

Terry Bell, Rod Bertino, Ray Henderson and Tony Stephens have many years' experience in the financial services industry. More information can be found in the "About Us" page.

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