Initiative Group

Birtinya, QLD, 4575



Initiative Group offer their services in accounting, financial planning and taxation to the Sunshine Coast region. Initiative Chartered Accountants and Financial Advisers is a boutique firm of professionals with a proactive and personalised Read More...approach. We are focused on you and always start our consultative process by asking; "What do you want to achieve?" Based on the Sunshine Coast Queensland, our financial solutions are tailored to meet your goals and needs. Business Advisers Our role is to bring an external perspective that delivers value and helps you build a better business. Each business is different. To achieve your full potential you need a business advisor who has the expertise and commitment to understand your unique requirements. We focus on each client?s distinct needs and goals, providing customised services and solutions. "Your accountant should play a vital role in your business, adding value through creativity and expertise" Achieving your potential Successful businesses require a range of professional services and personal relationships with trusted advisors. Advisors who will listen and have the necessary expertise to look beyond the surface and explore innovative solutions. Advisors who know about teamwork. Our team is focused on providing the best professional service and advice that delivers real value and results. There are huge demands on businesses today. This means that there is often little time to stop and work on your business. Initiative works with large and small businesses, helping them to achieve their full potential. Every business requires robust reporting systems to deliver accurate and reliable information. However, interpreting and acting on business information is just as important. Our range of services includes business coaching, strategic planning, budgeting and forecasting, project analysis, business performance reviews, structuring and asset protection, financing, risk management and succession planning. Initiative?s innovative solutions will help your business thrive. Accurate advice is essential. Our expertise can make the difference between your business simply surviving or potentially prospering. Let us help you achieve your potential. Taxation It?s vital to get the right advice - accurate, timely and tailored to your individual circumstances. Initiative has the expertise to help you optimise your taxation outcomes. "Expert knowledge on the critical issues that impact business" The complexities of Australian taxation require skilled professionals to guide you. Our team is fully qualified to help you through the challenges presented by income tax, fringe benefits tax, capital gains tax and GST. We can also assist with your indirect tax issues including payroll and land tax. Audit & Assurance Audit and assurance services can deliver real value to your business - our audit process is more than checking the numbers. Initiative takes an interest in your business and its success. Working with you to ensure an efficient audit process, we provide valuable insights into your control and governance processes. You will be able to benefit from our evaluation tools and technical resources. We have the expertise to assess your financial reporting requirements, provide technical analysis of the application of the accounting standards and assist with the preparation of statutory financial statements. Planning for the future Planning for the future is crucial in business and in your personal affairs. Let us help you plan for your future. A wealth strategy is more than just a financial plan. It is never too early to develop a personal wealth creation and investment strategy. "Strategic and lateral thinking is the genesis of innovative solutions" ^ Less
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Financial Planning
Wealth Creation
Self Managed Superannuation Funds
Personal & Business Risk Insurance
Estate Planning
Investment Advice