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About Us
Who Are We
We Are Here to Help You
Our Own AFSL
At Wealth Initiatives, we believe that the right kind of financial advice can really make a big difference.
We have highly experienced and qualified staff who have knowledge in all areas of financial and taxation advice.
We are personable and friendly people, our goal is to create long term relationships with our clients, continuing to hel
At Wealth Initiatives, we believe that the right kind of financial advice can really make a big difference.
We have highly experienced and qualified staff who have knowledge in all areas of financial and taxation advice.
We are personable and friendly people, our goal is to create long term relationships with our clients, continuing to help, as we look after them over their life's journey
Wealth Initiatives is run by Certified Financial Planner Michael Farmer in partnership with Accountant Matthew White.
We are based in Norwood, South Australia in the beautiful city of Adelaide.
Our Own AFSL
We Are Here to Help You
Our Own AFSL
Wealth Initiatives has its own
Australian Financial Services License #509563.
The means that the directors of Wealth Initiatives have control over the strategies, investments and insurance products its Financial Advisers are able to provide.
Our aim is to help you enhance your financial situation.by showing you how to lowering tax, increase your savings and secure your wealth.
We Are Here to Help You
We Are Here to Help You
We Are Here to Help You
We believe that investors should have control over their investments. We have experience and expertise in the management of direct equity portfolios.
Our experience can help you to make wise investment choices that suit your personal goals and values. We can help you maintain an investment portfolio and build your wealth; we can advise yo
We believe that investors should have control over their investments. We have experience and expertise in the management of direct equity portfolios.
Our experience can help you to make wise investment choices that suit your personal goals and values. We can help you maintain an investment portfolio and build your wealth; we can advise you on the most effective ways of doing so.
At Wealth initiatives, we look to build long term relationships with our clients, providing help and continuity right through your working life and retirement..
Our Team
Michael Farmer Financial Adviser
Michael joined Wealth 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 specialized in pre-retirement planning, minimising tax and growing his client's wealth. Michael has extensi
Michael joined Wealth 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 specialized in pre-retirement planning, minimising tax and growing his client's wealth. Michael has extensive knowledge in the areas of superannuation including SMSF’s, investments, personal insurances and business succession planning.
He has been involved with the Financial Planning Association having served as chairperson of the SA Chapter, promoting the Financial Planning profession and the value of obtaining financial advice.
In April 2014 the FPA bestowed upon Michael a Distinguished Service Award for his services to the Financial Planning profession.
Michael is a family man, married with and 2 wonderful children. An Adelaide boy at heart, he enjoys attending football, cricket and the arts while socialising with friends.
Matthew White Accountant
Matthew founded Business Initiatives in June 1997. He has a degree in Accountancy from the University of South Australia and was accepted into the Honours program but declined to commence his career.
In 1995 Matthew completed his Chartered Accountancy qualification with Certificates of Merit in Taxation and Ethics (top 5% in Australia)
Matthew founded Business Initiatives in June 1997. He has a degree in Accountancy from the University of South Australia and was accepted into the Honours program but declined to commence his career.
In 1995 Matthew completed his Chartered Accountancy qualification with Certificates of Merit in Taxation and Ethics (top 5% in Australia). He also has a Diploma in financial Planning.
Matthew is an Associate of the Taxation Institute of Australia, a Registered Tax Agent with the ATO, an accredited MFAA mortgage/finance consultant and an accredited Self-Managed Super Fund Advisor.
He has over 30 years’ experience as an accountant, business and tax advisor and over 13 years’ experience as a registered mortgage broker.
Matthew is a non-executive director on two ASX listed companies – AMX (aerial mapping) and WBE (oil and gas).
As Business Initiatives has grown, Matthew has shifted his focus to a client advisory role and excels in the areas of tax planning and minimisation, business and residential financing, strategy for self-managed superannuation funds, business valuations, business purchases and sales, cash flow budgeting and KPIs, business analysis, planning, coaching and review, systems development and succession and estate planning.
Recreational pursuits include tennis, golf, collecting and restoring classic cars and the noble pursuit of wine tasting and appreciation.
Matthew and his wife have recently established Classic Motor Studio in the Adelaide Hills which buys and sells high quality classic cars, motor bikes and garagenalia.
Michael Alcorn Financial Planning Associate
Michael Alcorn Financial Planning Associate
Michael began working for Wealth 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.
Michael has learned a lot since he started at Wealth Initiatives and has become an integral part of our financ
Michael began working for Wealth 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.
Michael has learned a lot since he started at Wealth Initiatives and has become an integral part of our financial planning team.
Michael looks after our para-planning and office administrative duties.
He enjoys fishing, hiking and spending time with his friends, family and dogs.