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

Cultural Commonalities

A lot has been written over the years about the importance of workplace culture – it is the subject of thousands of books and is a major component in every management and leadership course. By its nature, culture is ever-present and continually evolving in line with the ideation and leadership of the time. In recent times, it has become more of a hot topic in Australia due to the Royal Commission and the numerous regulatory actions flowing from it. Over…

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Remind me again – why am I working for you?

As most business owners tell us, it’s hard to find (and then keep) good people – especially in an industry such as financial services, whose image has been somewhat tarnished over the past two years. Overlay this with newly emerging industries (read exciting) who are competing for good people, it’s clear that the battle to find and retain is getting harder for advice firms. Some key stats derived from our latest analysis of Australia’s advice businesses (Future Ready VIII) add important…

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Client reviews – a keystone for success

Of all the interactions an adviser has with his/her client throughout the year, there’s no doubt in my mind that the review is the most important. And before I get into it, the description of these meetings as ‘reviews’ suggests a ‘looking back into what’s happened’ approach. I much prefer to describe these meetings in a more positive sense – ‘progress to plan’ for example. This is one of my favourite topics about which it seems I’ve written and presented…

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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