Our Services - Providing Clarity, Success & Financial Freedom
We help you achieve your personal & financial goals by providing expert Integrated Financial Advice all under one roof. Our unique model is market-leading by linking the best advisors for all your Accounting, Financial Advice, and Wealth Management needs. Based in Tweed Heads / Coolangatta 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.

Financial Advice & Wealth Management

We work with young professionals, business owners, and pre & post retirees to help them optimise their financial lives, and achieve their lifestyle goals.
Our advice framework puts you at the centre, and ensures that everything we do is in service of your and your family's financial needs, goals, and objectives. If it's important to you, its important to us.
Why clients love CHG Integrated Wealth

A dedicated and personalised approach to advice for business owners, professionals, and pre & post retirees. We give 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

Our mission is to optimise your financial world so you can do more of what you love. We aim to provide a seamlessly integrated advice experience where clients experience excellence every touch, every time. We are a place where people feel secure, safe, have a voice and ownership of their complete financial future. We built our business 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 of your Personal and Business Financial advisors working together!

What is Integration?

We unify our advice across all areas that make up your financial world - Tax & Accounting, Financial Advice & Wealth Management, Finance & Mortgage Broking, and Estate Planning.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 expert 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