MAKING BUSINESSES MORE EFFICIENT, PROFITABLE & VALUABLE

Customised services & proven solutions

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CONVERTING DATA & INSIGHT INTO PROVEN SOLUTIONS

Profit improvement programs

INDUSTRY DATA STATS & FACTS

Independent, experienced & knowledgeable

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
EXAMPLES OF OUR WORK
Advice Industry Reports

Financial Advice Efficiency Report

Iress

Financial Advice Benchmarking Report

Macquarie

Profit facts & key success drivers

Praemium

Staff Salaries & Benefits Report

Industry Research

Future Ready Report

Industry Research

BDM Engagement during COVID

Industry Research

For Networks & Licensees
What We Can Offer

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 valuation

Independent business valuation for advice practices.

What they say about us
Client Testimonials

On CATScan Client Survey:

“On behalf of our team, I just wanted to say a massive thank you… there are so many takeaways we can use. We will definitely be recommending your services to others!”

Fortitude Financial

Tim Gibb, Associate Adviser, Fortitude Financial

“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 advisor’s] business.”                                      (Customized network program)

John Hancock

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.”

Zobel Finance

Andrew Zobel, Owner/Director, Zobel & Property Road
BUSINESS HEALTH PTY LTD

Head office:

PH +61 2 9518 6966
EMAIL service@businesshealth.com.au
ABN 32 095 039 277

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