Real Stories From Our Real Clients

---

"We met Michael Farmer of Wealth Initiatives through our accountant. Prior to meeting him we had been unable to find a provider that met all our needs. 

Through Michael we were able to develop a Financial Plan that embraced our needs  for both income and long-term secure portfolio capital security. He is always easy to work with and explains any changes that market forces may require. His ongoing reviews have maintained our plan to match our evolving needs."

"We have known Michael and his team since early 2018, we have been happy with the advice Michael has given us re our Share Portfolio that he chooses to invest our capital into.

We have continued to have good results even though we have had to navigate through Covid and the uncertain times in the market that we all find ourselves living in. Michael and his team are only a phone call away to help with any queries and happy for us to come into the office for face to face contact anytime."

"The staff at Business Initiatives have been extremely helpful to us in our retirement years. 

From Michael Farmer down, all the people with whom we have had contact have made our financial planning easy. They are always available to assist, no matter how complicated or simple our problem. We look forward to continuing our relationship for many years to come."

"Yikes!! We were in our fifties and realised we needed to play catch up with our finances in preparing for retirement. We were paralysed by lack of knowledge and finding someone we could trust with our precious superannuation savings. Fast forward several years and we are now happily retired. 

We're grateful to Michael and the team at Business Initiatives for the fact our superannuation has greatly outperformed almost all others in the market. Additionally, having the comfort and trust that whatever happens in the market going forward we have the best people to manage it. A genuine thank you to Michael and the Business Initiatives team for our peace of mind in a scary financial world."

"Working with Michael Farmer has been such a positive experience. He takes the time to really understand our situation and goals, and the advice we’ve received has been practical, easy to follow, and tailored exactly to what I need. We really appreciated the clear and consistent communication - everything has been explained in a way that makes sense, and

I’ve always felt comfortable asking questions, no matter how small. 

With Michael’s guidance, we’ve been able to make smarter financial decisions and feel far more confident about the future. It’s a huge relief knowing we have someone we can trust looking out for our best interests. I wouldn’t hesitate to recommend Michael to anyone looking for genuine, professional, and down-to-earth financial advice."

"Both my wife Anita and I are very thankful for the great advice and help working with Michael

to achieve our financial aspirations. He made sure all of our requirements were met and

explained everything with clarity. I really value now having control over our finances and the

independence it has given us."