Business Planning

Planning for your business

It’s well-accepted that ‘the money is made in the planning’. Yet our research indicates that only one in three practices (34%) don’t develop a documented business covering the next 12 months, while just 29% have documented their longer term plan for say the next 3 – 5 years. How are they intending to navigate the major trends and influences currently at play in our marketplace such as a baby boomer driven demographic (clients, prospects and advisers alike), continuing regulation and an ever questioning consumer for example?

What is our process?

While no one plans to fail, our experience is that without a well-thought out plan for the business, diligently implemented and regularly monitored, the chances are that the business will indeed fail, or at best not achieve its full potential. Through our well-defined process we will lead the practice through the various steps to ensure it has the plan it needs to address its most pressing business issues.

The steps include:

  • Pre work – through our unique set of business diagnostics, your practice will be benchmarked against colleagues and peers, while feedback (confidential, anonymous basis) will be sought from clients, staff as well as each principal.
  • A one day planning workshop facilitated by a Business Health principal – the results of the pre work will be considered, issues identified and actions agreed.
  • A draft business plan will be prepared, for you to sign off.
  • ‘Progress to plan’ follow up through regular monitoring.

What will you receive?

  • You will have the benefit of working with an experienced Business Health principal, who will help you to identify and agree the strategies to address your key issues.
  • A clearly documented plan for your business – defined actions with stipulated ‘owners’ and timeframes.
  • Regular follow up by Business Health – accountability per action/owner. A mix of phone and ‘face to face’ by a Business Health principal.

Why go to the effort?

The very essence of what you do is planning – you provide not only a clear direction for your clients but also the defined steps they need to take to achieve their personal goals. Doesn’t it make sense that you do the same for your own business?


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

ABN 32 095 039 277

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