Insights from a working class man
Over the past few years, I enjoyed attending a number of Jimmy Barnes concerts. Up front I should declare my personal bias – he is…
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OUR CORE TOOLS & SERVICES
for Financial Advisors
ONLINE TOOLS FOR ADVISERS
Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.
PROVEN SOLUTIONS + INFORMED DECISIONS
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
