About us

At Initiative, we want to make financial success easy for you!

Initiative advisers are a team of progressive thinking professionals located on the Sunshine Coast – expert in accounting, tax, superannuation, financial planning, loans and leases, asset protection strategies and business advice. We provide you with the convenience of working with advisers who can help you manage all of your financial affairs under the one roof – giving you expert and coordinated advice every time… easy!

We believe it’s crucial that your accountant, financial adviser, and anyone helping you organise your finances or insurance, knows the complete picture of your financial situation. Otherwise, you risk ending up with uncoordinated advice and a disjointed overall strategy as a result.

Whether you are an individual or a business owner, Initiative works solely to give you the confidence to take control of your financial future.

Welcome to our Initiative!