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 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.
Wealth Management
We help business owners and professionals structure their personal wealth, invest wisely and make the right decisions now so they can achieve their lifestyle goals.
We know how important it is for a business or professional to earn income; it is the lifeblood of your personal life. Therefore, just as 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.
Finance & Home Loans
We offer expert advice and extremely attractive rates for car loans & business equipment, home loans, investment loans and SMSF loans.
More importantly, we make sure it is structured the best for tax, cashflow, wealth creation and to save you money.
Why clients love CHG Integrated Wealth
A dedicated and 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 or time restraints, and the freedom to make educated decisions and choices. Simply; Clarity Success and Freedom for you.
Our Mission
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
- Our vision is Clarity, Success and Freedom for you.
- Achieving your dreams 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 peace 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 clients' 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.
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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