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

The correlation between feedback & profitability has remained a constant feature in data analysis for 20 years

The correlation between feedback & profitability has remained a constant feature in data analysis for 20 years From my regular discussions with advisers all over the country it’s clear that, they are doing everything in their power to assist their clients during the turmoil of COVID-19. Reviews are being undertaken across all facets of the clients’ financial plan, communication has lifted in terms of relevance, frequency and medium, meetings have continued to be held (albeit virtually), staff are continuing to…

0
Read More

Working From Home – Make WFH a positive for your business

“Never waste the opportunity offered by a good crisis” Niccolo Machiavelli, Italian diplomat, writer and philosopher, 1469 – 1527  Perhaps the greatest upheaval for many businesses today (especially the small to medium sized) is the need for their staff to work from home – either full time or on a rotational basis. Outside of an international health crisis situation, working from home is a much more common occurrence with our North American clients who have been successfully managing remote staff…

0
Read More

Client Centric – Really?

There is not one advice business in the country that would not describe itself as “client centric”. This has become the buzz phrase of the last five years and it is continually trotted out as the key differentiator of many firms. While it’s easy to include in elevator pitches, email footers, marketing collateral and websites, the more discerning consumers (be they clients, prospects or key referral partners) will quite rightly expect more than a well scripted tag line. When it…

0
Read More
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