Our Services - Providing Clarity, Success & Freedom
Our entire focus is to help you achieve your financial goals with the simplicity of providing the expert advice all under one roof.
Our unique model is market leading in its approach by linking the best advisors for all your Accounting, Wealth Management and Finance needs.
We pride ourselves on having mid-tier accounting firm experience with a personalised touch. This gives clients the peace of mind knowing that their financial affairs are expertly taken care of so they can do more of what they love to do.
Accounting & Taxation Services
Our fixed price accounting packages are designed to make your life (and cashflow) easier.
Fixed price Accounting Packages for business owners who are looking for proactive advice to manage and grow their business.
We help business owners and professionals structure their personal wealth and invest wisely and make the right decisions now so they can achieve their lifestyle goals.
We know how important is for a business or professional to earn income, it is the lifeblood of your personal life. Therefore, just is important, if not more, is what you do with that money once it’s in your hands.
We help ensure that your personal wealth is managed as tax-efficiently as possible. This includes making sure you and your family are protected if you are no longer able to work.
Why clients love CHG Integrated Wealth
A dedicated personalised approach to advice for business owners and professionals. Giving our clients absolute clarity on their business and personal lives, the support and strategy to succeed without surprises, without time restraints and the freedom to make educated decisions, choices. Simply; Clarity Success and Freedom for you.
We love it when you can do more of what you love. A seamlessly integrated advice business where clients experience excellence every touch, every time. A place where people feel secure, safe, have a voice and ownership of their complete financial future. Built on respect, knowledge, humility, a common purpose and shared trust. Very Simply; Clarity, Success and Freedom for you!
- Our vision is Clarity, Success and Freedom for you.
- Achieving your dream and goals. We call it doing more of what you love!
- Excellence every touch – every time. Our clients deserve excellence.
- 3 Screaming advocates. We love helping people!
- Employer of choice, our people and culture are awesome.
- Live life, our values and ethos.
- Replicate success!
- Inspire others and lead the development of financial services. People matter!
Integrated Advice Board
All your Personal and Business advisors working together!
What is Integration?
We unify our advice across three business channels Accounting, Wealth Management & Finance. The goal is to give you absolute piece of mind that your business and personal lives are taken care of under the one roof by your team of advisors.
Why Integration Works
We love helping our client’s businesses succeed. But we also know that it is just as important to have absolute clarity in your personal financial lives. When integrated the results are outstanding for our clients.
Always great to get together with CHG, we leave feeling inspired, supported and reassured every time, like we have a secret weapon to make our dreams achievable.
Harvest Restaurant, Deli & Bakery
We love working with you all, you make us feel so safe and welcome. You take care of our business and personal finance in a way we understand.
Santosha Yoga Experiences
CHG has a unique model, tailor made solutions for both big and small clients. Their congenial manner and uncomplicated style makes working with them efficient and rewarding.
The Vege Chip Company
You guys make it so easy. Thank you so much, you take care of everything and allow me and my team the confidence to do more of what we love.
CHG, the best thing we’ve ever done, only wish we’d found you 20 years earlier, we love what you have done for us and our family
Kaine & Cindy McGovern
Amazing team, discover ‘integrated advice’ making your business and personal life simple, so you can focus on what matters.
Speak with an expert advisor.
Our discovery meeting is without cost or obligation - we treat this as an opportunity to learn as much about you as possible and confirm if we're a fit for one-another
Latest Accounting, Wealth and Finance News and Articles
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