Financial Planning

Bespoke financial advice tailored to you. Our aim is to maximise your family’s wealth.

“Our focus is your wealth”

Investment portfolios

Professional risk profiling and investment advice to tailor an investment portfolio that’s right for you. We take the time to determine your financial goals and investment preferences and use this information to hand pick your investments. Our collaborative process means that you have the final say and know where your money is invested.

Superannuation

Super is your money! We provide advice in respect of your industry fund or self managed super. We review whether your current fund is performing and make recommendations if it is not. We can set up a self managed super fund for you and guide you through the process to take control of your financial future.

Retirement planning

We plan for your retirement and can structure a regular retirement income that is tax effective. Our team determines your retirement goals and then develops a plan to help you attain them. Regular monitoring of the plan ensures your targets are hit.

Insurance – Life, TPD, Income protection

We advise on various insurance policies to protect what you have worked so hard for. Many clients don’t realise that risk insurance needs to be held in the correct entity to maximise available tax deductions. Please see our Insurance Services page for further information.

Estate planning and wills

Structure and establishment of Wills, Powers of Attorney, Guardianship documents and business succession plans.

Centrelink

We ensure you are receiving your maximum Government entitlements, including Age Pension, Disability Support Pension, Service Pension and Seniors Health Care Card. Many people don’t realise it is important to start planning for the Age Pension at least 4 year’s before they are eligible.

Time for a consult?

Wealth Initiatives Pty Ltd (CAR 1243691) and Michael Farmer (AR 328367)
are Authorised Representatives of Alliance Wealth Pty Ltd ABN 93 161 647 007 and AFSL 449221
http://www.centrepointalliance.com.au/AW 
http://www.centrepointalliance.com.au/fsg/aw

The information on this website has been prepared on a general advice basis only. We have not considered your objectives, financial situation or needs and you should seek the assistance of your financial adviser before you make any decision regarding the products mentioned on this website. While all care has been taken in the preparation of this website, no warranty is given in respect of the information provided and accordingly neither the Licensee nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

Get in touch

Give us a call!

08 8431 7444

Send us a message

answers@businessi.com.au

 

Address

20D William Street
NORWOOD SA 5067

PO BOX 4118
NORWOOD SOUTH SA 5067

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