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

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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In honour of Phil Guest – lessons that should not be forgotten

It was the saddest of news… one of the ‘best’ financial advisers I had ever known passed away a few weeks ago. And while we hadn’t kept in touch much over the years since Phil had retired down to the Southern Highlands of NSW, it was with a very heavy heart that I attended his funeral service last Friday. As is often the case, it was a time to reflect – we had worked together for a number of years…

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Converting unintended consequences into opportunities

We’re currently in the process of finalising our latest analysis of the ‘health’ of Australian advisory practices (Future Ready VIII) and have noticed a few early signs as to how well (or not) financial advisers are faring in this most disrupted marketplace. I thought I’d give you an early heads-up as to what perhaps will prove to be one of the most significant finding from our analysis – the dramatic reduction in client numbers. The average number of clients per…

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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