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

Client numbers almost halved in a decade

The headline takeout from our recently released industry analysis (Future Ready VIII) is undoubtedly the dramatic reduction in average client numbers per firm from 715 in 2016 to 530 this year. A far cry from the 975 per firm in 2009 and the 1,100 clients (or were they simply policy holders?) being served by the average Australian practice twelve years. So, what’s been driving this reduction in client numbers per firm? A couple of factors spring to mind: Rising costs…

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It’s all about the vibe

It’s all about the vibe!

In the 1997 Australian movie classic, The Castle, friend and local (inept) solicitor Dennis Denuto strives to answer the judge’s questioning of his action on behalf of the Kerrigan family with the wonderful ‘catch all’ response – “it’s the vibe of the thing, your honour”. Unfortunately, the judge didn’t accept Dennis’ carefully constructed legal argument. Twenty years on, it seems that the vibe is now a hot topic for any number of service providers. For example, a recent survey from…

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Sub scale practices are marginal at best

Sub scale practices are marginal at best

We’ve just begun to analyse our latest dataset (based on practices who have ’HealthChecked’ their business over the last 18 months). And while there is still much analysis to be done, a couple of interesting stats have jumped out at us already. In this article, I’ll focus on one of my favourite subjects – when is a business, really a business? Assuming a “notional” salary of $100k for each working owner, we calculate that for practices with gross annual revenue…

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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