Financial Planning & Insurance
At Business Initiatives our core specialities are accounting, tax, loans and super. We focus on what we are good at and the results are evident in the high level of client satisfaction we achieve. This does not stop us from continually looking at ways to provide you with new benefits and opportunities.
In the interest of providing our clients with a total financial solution, we have formed an alliance with Pinnacle Wealth Management. Chris Launer - Associate Advisor and Merrick Shipp are qualified financial advisors who can assist you in the areas of:
- Investment and wealth creation
- Financial planning and review
- Estate planning
- Wealth protection
- Life, income protection, trauma and keyman insurance
We are excited to be working with Chris and Merrick and encourage you to contact them on (08) 8312 0000 to review your financial situation.