Estate Planning

Our Approach

So much more than a Will, an estate plan is a continuation of your personal strategic financial plan, offering you the clarity and freedom in protecting and transferring your wealth and estate as you desire.

We assist in ensuring your financial structures, ownership, tax implications and wealth transfer is in line with your financial and family wishes. CHG works with your legal representative to best capture your requirements in a personalised estate plan.

CHG supports you in establishing an estate plan that has your family’s best interests at heart, that incorporates a financial structure and legal documents that reflect your wishes, goals and values.

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

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CHG Integrated Wealth

Phone: (07) 5599 5747
Fax: (07) 5599 5810
Email: clarity@chgiw.com.au

Level 1 & 2, 64 Griffith St,
Coolangatta QLD 4225

Postal Address
PO Box 909, Coolangatta QLD 4225

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