We are an independent organisation specialising in customised advice and solutions to the financial services industry
Who do we work with?
We work extensively with leading fund managers and insurance companies, broker-dealer groups, advisory practices and individual advisers.
We provide specific services and products designed to enable businesses to identify both problems and opportunities – 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 utilise our diagnostics and recommendations to your best advantage; capitalise on your existing client base; develop invaluable networks and alliances and increase your profitability.
Services & products include:
For individual advisors & practices
– Business planning
– Client & staff surveys
– Practice valuations
– Tailored workshops & presentations
– Practice management online tools
For licensees & networks
– Industry benchmarking
– Strategy formulation & implementation
– Practice management online tools & programs
– Packaged programs and “how to” workshops