Integrating your Financial World
Tax, Accounting, Financial Advice, Wealth Management, and Estate Planning.
CHG Integrated Wealth is a multi-disciplinary financial firm built to deliver all of your financial needs in one place - Tax & Accounting, Financial Advice, and Wealth Management, Estate Planning & Finance. Through our market-leading integrated advice model we ensure that your financial world is optimised, and that we deliver you Clarity, Success, and Financial Freedom.
CHG Integrated Wealth is business where clients receive excellence every touch, every time. A place where people feel secure, safe, have a voice and ownership of their complete financial future. Our business is built on respect, knowledge, humility, a common purpose and shared trust. We service our local communities of Tweed Heads & Coolangatta, but our diverse client base extends into all areas of the Northern Rivers, Southern Gold Coast, and further afield, including overseas.
Tax & Accounting:
We provide Accounting, Tax, and business advice to small-to-medium businesses. Tax returns, ATO Compliance, Business Activity Statements (BAS), XERO accounting software, and most importantly, business advice and support to help you become more profitable and more successful.
Financial Advice, Financial Planning, and Wealth Management:
We work with you to understand what’s important to you and your family, then we develop a strategy to help you achieve the financial success you deserve. The world may be full of complexity and confusion, but at the end of the day its all about getting you from where you are, to where you want to be…. Its what gets us out of bed in the morning!
Finance & Morgage Broking:
Through our extended professional network we ensure that all of your finance & mortgage needs are taken care of. This is an important part of your overall financial plan - but its just one tiny snippet. The best way to approach your finance needs is through proper integrated advice - a thorough exploration of your big picture goals, financial situation, and needs first, and then drilling down to each of the elements that make up your financial plan. For more information on our Advice Framework, visit our Wealth Page
An important, but often overlooked part of your overall financial plan is Estate Planning - ensuring the wealth that you've worked hard to build passes on to your beneficiaries safely, efficiently, and with as little 'leaking' to the tax man as possible! Through our Estate Planning partners we deliver a seamless integrated experience that ties together your financial plan and your estate plan.
Why clients love CHG Integrated Wealth
A dedicated and personalised approach to advice for business owners and professionals. 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.
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 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!
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