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

Milestone recognition – a strategy for staff & client engagement

While the world of financial services in Australia remains firmly focussed on the outcomes of the Royal Commission, we shouldn’t forget that business must go on. And, as the business of financial advice remains a personal thing and is based to a large degree on the quality of the ‘relationship’ between client and adviser, perhaps it wouldn’t hurt us to reflect at this particular time on two of the key components for developing (and maintaining) successful client relationships. Depth and…

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Good vibrations

Over the past three weeks I’ve participated in the Best Practices Forum conducted by Professional Planner, as well as visiting the six finalists in the 2018 Practice of the Year competition currently being run by Centrepoint Alliance. While very different in nature, all 8 events (forums and visits) had a number of common features. And, given the preponderance of negative news of late, I thought it might be helpful to share with you what I found. First up, virtually all of the…

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But what about you?

Enough is being written (daily it seems) about the changes currently underway within Australia’s financial services system, and how these changes will affect the industry and benefit clients. Whatever the final details, it is fair to say that changes are coming. These changes will be significant, they will require careful consideration and are likely to happen reasonably quickly. My question to you is – what do you intend to do about you & yours? Especially if you’re one of the…

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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

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