About CHG Integrated Wealth

- integration

to combine two or more things in order to become more effective
the act of combining into an integral whole
when people become part of a group and are accepted by them

CHG Integrated Wealth is seamlessly integrated advice business where clients and team alike deliver/receive 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.

Tax & Accounting: We partner with Xero, being 100% cloud based and select the best enterprise cloud applications to help clients, to integrate, innovate and grow their business.

Wealth Management: 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.

Finance: We offer expert advice and have access to multiple funders for car loans & business equipment, home loans, investment loans and SMSF loans.

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!

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