All your Personal and Business advisors working together!
What is Integration?
We unify our advice across three business channels Accounting, Financial Planning, and Wealth Management. The goal is to give you absolute peace of mind that your business and personal lives are taken care of under one roof by your expert team of advisors.
Why Integration Works
We love helping our client’s 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.
The CHG Integrated Advice Board (IAB)
Our advice team has mid-tier experience with a personalised touch across a number financial specialities.
We deliver this via our Integrated Advice Board (IAB) which meets in-house weekly to ensure our clients have the best possible advice for their circumstances.
Our IAB consists of expert advisors in:
- Accounting
- Tax
- SMSF
- Finance
- Personal wealth creation
- Business advisory and improvement
- Bookkeeping
- Estate planning
- Corporate finance
We also regularly invite other speciality advisors (such as lawyers) to sit in the IAB to ensure we achieve the best possible result for clients
Your business or profession is the life-blood or cash-cow of your personal and family goals, so we ensure all facets of your financial life are rigorously tested and seriously challenged by experts from all advice centres. It is unique to the market and the results are simply outstanding.
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
