Wealth Initiatives
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  • Home
  • About Us
  • Contact Us
  • Client Portal
  • How we can help you
    • How Are You Tracking?
    • Investment Management
    • Super & SMSF's
    • Life Insurance
    • Estate Planning
    • Tax & Accounting
    • Lending
  • Blog Articles

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Business Initiatives

Accounting and Tax Advice

Business Initiatives is a boutique Chartered Accountancy firm which offers its clients total financial solutions. 


We provide expert, proactive advice in the areas of tax, accounting, self-managed super, loan broking and property investment. We also deliver superior financial planning services through our subsidiary company Wealth Initiatives. We have developed proven strategies to help you manage your money and increase your wealth.


At Business Initiatives we cater for all businesses, families and individuals. Our firm is for those who seek personal attention, outstanding service and expert advice..


Our team is trained to treat your business as if it was their own. Every team member has a commitment to understanding and improving each client’s financial position. When you ask a question, we consider the impact our advice will have on your whole financial situation and respond according to your best interests.


We are proactive with clients in respect of legally minimising tax. Over many years we have developed strategies to reduce tax and preserve your cash flow. We conduct “tax planning reviews” for every business we look after prior to 30 June each year. 


Contact us today to discuss your business and financial needs.


At Business Initiatives we deliver “Total Financial Solutions”

investments, superannuation, wealth management, life insurance, income protection, estate planning

Would you like to speak to our Accountant?

Find out how we can help you
Contact us today

Business Advisory

Grow Your Business

Business Bench Marking

Grow Your Business

 Get serious about your business performance with our business advisor program. 


We interactively help you set business budgets, targets and KPIs and then monitor your business performance and provide regular reporting. Mentoring, coaching and helping you achieve your financial goals are all attributes of a successful business advisor. .

Financial Analysis

Business Bench Marking

Grow Your Business

 We service a diverse range of clients across many industries. 


We provide expert accounting and business advice to all clients whether your turnover is $50k or $90m +. Whatever the size, we have the business acumen to assist you. 

Business Bench Marking

Business Bench Marking

Business Bench Marking

Know what you are doing and where you want to go. 


Our business benchmarking, budgeting and KPI reviews together with regular accounting reviews are a powerful way to monitor the progress of your business and ensure it stays on course .

Business Valuations

Business Valuations

Business Bench Marking

Get the best price for your business. 


Our team can provide a professional business valuation and can provide clues as to how to maximise the value of your business. 

Succession Plans

Business Valuations

Succession Plans

 We are experts in advising on business succession plans including strategy, plan documentation, buy/sell agreement and risk mitigation. 


We understand how to help you maximise the value of your business.  

Tax Reduction

Business Valuations

Succession Plans

 Yes, we help our clients satisfy their statutory reporting obligations, but we pride ourselves on legally minimising their tax. In this space, we think laterally. 

Book Keeping

Gets your account done right

Gets your account done right

Gets your account done right

 We design and install accounting systems to suit your business. Our qualified bookkeepers and accountants can save you time and money. 

Ledger Design

Gets your account done right

Gets your account done right

 Setup your accounting ledger to ensure you get meaningful reports for your business that help you make decisions quickly. 

Staff Training

Gets your account done right

Staff Training

 We take time to sit with you and train you in all aspects of your accounting system. We make sure you don’t leave the training until you have a full understanding of your system. .

Book keeping

Phone Support

Staff Training

 Busines Initiatives can provide our ongoing bookkeeping service where you don’t want the hassle of doing it yourself and want to concentrate on growing your business instead. 

Real Results

Phone Support

Phone Support

 Having the correct accounting system properly setup ensures you can get real-time reports on how your business is travelling. 

Phone Support

Phone Support

Phone Support

 We are always available to provide assistance and support by phone if you come across any accounting “roadblocks”. 

Information you should know

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.

Copyright © 2025 Wealth Initiatives - All Rights Reserved.

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