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Call and book in an appointment with us at our Norwood office
We specalise in helping clients who share the following values because it allows us to deliver the highest level of service and results:
Long Term Vision: By focusing on a strategic, long-term approach to financial planning and investment management, we help you navigate life's complexities and make decisions that build lasting wealth for you and your family.
Commitment to Growth and Engagement: Regular communication means you will always know where you stand financially. We are here to ensure your financial plan adapts to your evolving needs, giving you peace of mind at every stage in life.
Willingness to Delegate: You have enough on your plate already. By entrusting us with thge day-to-day decisions of wealth management, you free up your time and energy to focus on what matters most to you, while knowing your financial future is in expert hands.
Interest in Comprehensive Wealth Management: From crafting a financial plan that aligns with your goals to manage your investments with precision, we offer an all-encompassing approach that simplifies your life.
If this sounds like you, we'd love to show you how our tailored approach can help you achieve your financial goals faster and with greater confidence.
The next step is simple: complete the form on this page or give us a call. once you do, we'll schedule a time to talk and explore how we can help you achieve the financial freedom you deserve.
This is more than just an appointment. It's the start of a partnership designed to give you clarity, peace of mind, and a plan you can trust.
Take the short estate planning check and uncover insights to secure your legacy and protect your loved ones.
It is never too early to get started on your wealth creation and retirement planning. Tell us more about your goals, and we will get you started on a plan to achieve them.
20d Woods Street, Norwood South Australia 5067, Australia
08 8431 7444 michael.farmer@businessi.com.au Michael Farmer is a Representative of Wealth Initiatives Pty Ltd ABN 54 612 640 641 AFSL 509563
Open today | 09:00 am – 05:00 pm |
Have you ever looked at and considered how you are going financially?
Are you doing all the actions and have structures in place to minimise tax, create wealth to live a secure and enjoyable lifestyle?
Complete the 5 Minute Financial Health Check and we will send you a copy of your responses with the offer to discuss the areas that you think need attention.
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.
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