Initiative Group

Initiative Group is a firm of chartered accountants and financial advisers on the Sunshine Coast. It aims to let clients handle accounting, tax, superannuation and planning with one team, so that the advice fits together rather than arriving in separate pieces.

Products and services

• Business advice: guidance on running and improving a business.
• Cash flow management: help keeping money moving through the business, with support for Xero accounting software.
• Tax minimisation: planning aimed at reducing tax payable.
• Superannuation: advice on retirement savings.
• Financial planning and advice: including debt recycling, personal insurance and business insurance.

Who it works with

• Singles, couples and families
• Business owners
• Pre-retirees and retirees
• Businesses across a range of industry sectors

Key facts

• Based in: the Sunshine Coast
• Qualifications: chartered accountants and financial advisers
• Also covers: loans and leases, and asset protection strategies
• News: the site carries articles on tax office notices and superannuation rules