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

When you’re up to your armpits in ‘gators

“It’s hard when you’re up to your armpits in alligators, to remember you came here to drain the swamp” – Ronald Reagan, President of the USA 1981 – 1989 It’s easy to get distracted by the ‘alligators’; FASEA, Enforceable Undertakings, changing compliance requirements, licensees changing/exiting and so on (you get my drift).  I’m not suggesting for one moment that you ignore them, but don’t let them distract you from taking care of business. The ‘alligators’ are in many ways ‘uncontrollable’ –…

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Decision is made… you’re out of here!

Not a week goes by without yet another industry stat estimating that at least 25% of advisers will be leaving the industry over the next couple of years. This is somewhat concerning given the parlous state of succession planning in the advisory industry in Australia today, as confirmed by our own stats*; 70% of advisers don’t have a written succession plan, and Only one in eight advisers have what we believe to be an “effective” plan; one that is not…

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It’s all about the vibe

It’s all about the vibe!

In the 1997 Australian movie classic, The Castle, friend and local (inept) solicitor Dennis Denuto strives to answer the judge’s questioning of his action on behalf of the Kerrigan family with the wonderful ‘catch all’ response – “it’s the vibe of the thing, your honour”. Unfortunately, the judge didn’t accept Dennis’ carefully constructed legal argument. Twenty years on, it seems that the vibe is now a hot topic for any number of service providers. For example, a recent survey from…

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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