Civitas have made arrangements with Business Health to provide a wide range of practice management tools at discount pricing to advisers in the Civitas network. If you require further information or wish to discuss your options, please contact Business Health directly on 02 9518 6966.
The following tools and pricing are available to all advice businesses within the Civitas network:
The HealthCheck is an objective and independent assessment of your financial advice practice, covering both qualitative and quantitative aspects of your business. You will receive a comprehensive written report with industry benchmarks.
RRP: $750 plus gst Civitas offer: $500 plus gst (12 month unlimited access – update your report at any time)
Through this diagnostic you will have access our market dataset to compare your business against key financial metrics and ratios. Access online at any time, can be used for scenario testing, business planning and benchmarking your practice.
RRP: $400 plus gst Civitas offer: $300 plus gst (12 month unlimited access)
The CATScan is our independent, objective client survey service, conducted by Business Health on behalf of the practice – confidentially and anonymously. You will receive a detailed report with a comprehensive and benchmarked analysis of your results.
RRP: $900 plus gst Civitas offer: $600 plus gst
An on-line survey of your staff conducted confidentially by Business Health on your behalf. You will receive a detailed report with a comprehensive and benchmarked analysis of your results.
RRP: $950 plus gst Civitas offer: $600 plus gst
The Estate Planner is an innovative web-based tool designed to help clients better understand their estate planning needs and provides opportunities for the adviser to add value to the adviser-client relationship. Available online for your clients to access anytime, a professionally presented report is provided to both you and your client for discussion of outcomes and estate planning requirements.
RRP: $795 plus gst Civitas offer: $500 plus gst (unlimited 12-month access, unlimited number of client reports).
We also offer a range of bespoke advisory services including Business Coaching, Business Planning and Business Valuation. For further information on any of our services, you can contact us directly on 02 9518 6966 or schedule a time for a phone call or in-person meeting here.
To purchase any of the above for your business, contact us on 02 9518 6966 or email@example.com or BH Contact Form – and tell us you are a member of Civitas.