MAKING BUSINESSES MORE EFFICIENT, PROFITABLE & VALUABLE

Customised services & proven solutions

Contact us for a free consultation

CONVERTING DATA & INSIGHT INTO PROVEN SOLUTIONS

Profit improvement programs

INDUSTRY DATA STATS & FACTS

Independent, experienced & knowledgeable

OUR CORE TOOLS & SERVICES
for Financial Advisors

ADVISORADVANCE

Our most cost effective & supportive tool for advisers

ONLINE TOOLS FOR ADVISERS

Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.

BUSINESS VALUATION

Professional and independent valuation of your business

PROVEN SOLUTIONS + INFORMED DECISIONS
SOME EXAMPLES OF OUR WORK
Case Studies

Customised network program

USA Network

Sale of business

Fred Gordon

CUSTOMISED NETWORK PROGRAM & RTC

Centrepoint Alliance

Practice Development

Parkside Investor Plus

Best Practice Competition

Signator

Business Valuation

Shane Bond

What we can offer you
For Networks & Licensees

Plug & play management tools for cost effective solutions

Easy to implement, cost effective business management solutions & support.

Fully customised programs

Customised to your specific business needs.

Profit Improvement Programs

Align your practice management systems with key profit drivers.

Business valuations

Independent business valuation for advisory practices.

What they say about us
Client Testimonials

“We have been utilising Business Health RTC Software for approximately 4 years… Prior to utilizing Business Health our [registers] were all excel based, where the data was in inconsistent formats… RTC ensures efficient and consistent report production at the click of a button.”

Soula Cargakis

Distribution and Marketing Executive, Centrepoint Alliance

“We have discussions with advisors about real life issues and it allows me to become an “insider”.  The work we do together demonstrates our commitment and dedication to [the advisors] business.” (Customized network program)

Charles Reichelt

Senior Regional Vice President, John Hancock Retirement Plan Services

“This is gold…

The information in here is invaluable.
Fantastic initiative and probably the most valuable performance tool we have had at our disposal in 16 years of business.”

Andrew Zobel

Owner/Director, Zobel & Property Road

What’s different this time around?

I can recall the moment vividly – it was mid November 2018 and the last day of a three-day conference which had been attended by almost 300 high quality, professional financial planners. The sessions had been informative and educative, the speakers had been interesting and well prepared and the coffee cart conversations positive and confident. But then, during the closing session the convenor posed a question to the audience – who had made a significant change to their business model…

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How are your staff travelling?

In recent blogs I have commented about the wisdom at this time, to seek feedback from your clients – how are they perceiving the service your practice (their adviser) is providing. Are they satisfied? And while this might seem to be ‘best practice’ 101 and surely everyone’s doing it (I can assure you, they’re not), the other critical element to every business which also needs to be checked in on regularly is your staff. They are invariably the front line…

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Busier than mustard trying to ketchup?

From my regular discussions with advisers all over the country it’s clear that, they are doing everything in their power to assist their clients during the turmoil of COVID-19. Reviews are being undertaken across all facets of the clients’ financial plan, communication has lifted in terms of relevance, frequency and medium, meetings have continued to be held (albeit virtually), staff are continuing to provide outstanding service from their homes and so on. From where I sit, financial advisers are certainly…

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BUSINESS HEALTH PTY LTD

Head office:
Suite 77, Jones Bay Wharf
26-32 Pirrama Road
PYRMONT NSW 2009
PH +61 2 9518 6966
FX +61 2 9660 8416

ABN 32 095 039 277