Financial Planning

At Business Initiatives, we believe that the right kind of financial advice can really make a big difference.

Having an experienced and qualified Financial Planner can help you to:

Clarify what you want to achieve;
What steps you need to take;
Provide well researched appropriate recommendations;
Help you implement these decisions; and
Provide ongoing monitoring and coaching of your strategies and investments.

Our Process

Investment Portfolios

Superannuation

Retirement Planning

Insurance

Centrelink

The Value of Financial Advice

By businessi | 07/06/2021

The value of financial advice can mean different things to different people. But there is one thing each have in common…

Michael Farmer

Financial Planner

Michael joined Business Initiatives in August 2016. He is a Certified Financial Planner and has been helping his clients improve their financial position since 2003. Michael has experience in all areas of financial planning and has specialised in pre-retirement planning, minimising tax and growing his client's wealth.

Michael Alcorn

Financial Planning Assistant

Michael began working for Business Initiatives in April 2017 as Administration Assistant to the Financial Planner. Since completing High School he has continued to study and completed a Diploma of Financial Planning in late 2016.

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Michael Farmer is a Representative of Wealth Initiatives Pty Ltd ABN 54 612 640 641 AFSL 509563

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.

Click here to view our Continuing Professional Development Policy.

Time for a Financial Health Check Up?

Everyone wants to do their best, and we are interested in helping you improve your financial security.

Business Initiatives has developed a 5 Minute Financial Health Check to help you identify what areas of your financial life are going well, and what can be improved.

Once you have completed this short questionnaire, we’ll send you a copy and call you to discuss the report and how we can help you put yourself in a better financial position.

Click Here

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