CHG Integrated Wealth

Accountant · 31 Bay Street, Tweed Heads, New South Wales

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About us

We are your one-stop Integrated Advisor for all your Accounting, Wealth Management and Finance needs.

If you’re a small to medium business with turnover between $300 Thousand to $20 Million or a high net wealth professional and need help with Tax & Accounting, Wealth Management and Finance, you’re in the right place. Our goal is to give you complete Clarity in your business and personal lives, the support and strategy to Succeed, and the Freedom to make educated choices. We pride ourselves on having mid-tier accounting firm experience with a personalised touch. This gives clients the peace of mind knowing that their financial affairs are expertly taken care of; so they can do more of what they love to do. Very simply, Clarity, Success and Freedom for You!

Affiliations

Chartered Accountants of Australia & New Zealand
CPA Australia
Financial Planning Association
National Tax & Accountants Association

CHG Integrated Wealth: Bank experience

Clients of CHG Integrated Wealth connect to a range of banks via Xero. CHG Integrated Wealth specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
ANZ (AU) Legacy Credit Cards
American Express (AU)
Bank of Queensland BOQ (AU) - direct bank feed
BankWest (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
Great Southern Bank (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
PayPal
Southern Cross Credit Union
St George Bank (AU)
Stripe
Summerland Credit Union (AU)
Suncorp (AU)
Virgin Money (AU)
Westpac (AU)
Westpac (Australia) - Credit Card

CHG Integrated Wealth: Industry experience

CHG Integrated Wealth works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Accommodation and hospitality
Administration and support services
Arts and recreation
Construction and trades
E-commerce
Education
Finance and insurance
Healthcare and social services
Manufacturing
Marketing, advertising and consulting
Professional services
Public administration
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage

CHG Integrated Wealth : App experience

CHG Integrated Wealth serves clients who use 11 different apps that connect and integrate with Xero.

Connected apps

Find us

CHG Integrated Wealth has an office in 1 location

Tweed Heads: 31 Bay Street, Tweed Heads, 2485, New South Wales; +61 0755995747

New to Xero? CHG Integrated Wealth can help

Xero is beautiful online accounting software for smaller businesses. CHG Integrated Wealth can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

7 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2012

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.