Business Health is an independent organisation specialising in advice and solutions to the financial services industry. Since its establishment in 2000, Business Health has evolved as one of Australia's leading practice management groups. We work extensively with Australian Financial Services Licensees and financial planning practices.
Business Health Future Ready VIII
HEARING WHAT'S UNSAID
Estate Planner
The Estate Planner is an innovative Web-based diagnostic designed to help your clients better understand their estate planning situation, while also providing opportunities for you.
BenchMarker
Through our work with Australian practices, we gather significant amounts of data about their businesses. We learn about their staffing and client numbers, activity levels, major areas of expense, revenue, profitability and so on. We have consolidated this data to develop a unique and dynamic dataset that delivers a snapshot of ‘how practices are performing’ at any point in time.
CATScan Client Satisfaction Servey
The CATScan is an independent client survey facility, managed by Business Health on behalf of the practice. Conducted on a confidential and anonymous basis, you will receive a detailed Report which not only benchmarks client responses against our 45,000+ client data base but also feeds back to the practice every comment the client makes.
HealthCheck Practice Diagnostic
The HealthCheck is a unique, objective and innovative business diagnostic tool, which benchmarks the ‘health’ of the practice, while providing ideas and suggestions for the owner to consider.
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Last updated on 18th Dec 2020
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