CHG Wins of the Week (WOW)

Here at CHG Integrated Wealth we celebrate our wins each week with a bit of tongue-in-cheek humour that gets passed around the office… here are a few snippets from the last month or so!


Our first edition of WOW for the year was celebrating some firsts for a few of our staff  with Kayla, Alex and Ebonnie signing their lives away the contracts to their new homes.. congrats guys!




We participated in the first Integrated Advice Discussion Board (IAB) meeting for the year.

It was great to get together to share some integrated wins and success stories.

We were also joined by Terrance and Bill from Judo Bank.

While we were all pretty keen to see a tag team battle between them, Eddie and James, we still managed to leave the meeting feeling very satisfied.


The boys gave a very informative presentation, that told us a lot about how normal banks work and the differences between their business models.

Lending on Character and Common Sense, rather than the traditional model.

A great option for clients that have great businesses that might not necessarily translate to paper.





Our Wealth team had a team building day.. taking on the ‘Tree tops challenge’ at Currumbin Wildlife Sanctuary.. the word around the office is that our “not so competitive” Lisa took out the challenge.. no surprises there!




I’m happy to report that following on from the Wealth Teams performance reviews yesterday we all still have our jobs! Yay.

Bec was sweating bullets before her review as a few days prior she accidently killed Lisa’s desk plant. Lisa confirmed the plant held sentimental value, being gifted to her from her previous workplace. Autopsy reports were carried out by plant man Robbie, confirming the plant was in fact killed by too much love (and also too much water with no drainage)

Either way Lisa didn’t take it too personally and let Bec hold onto her job.



James Dean Lochie, took part in his sisters art project earlier in the week.

The project was to demonstrate the dangers of smoking… here are the results…

Turns out smoking gives you frosted tips and makes you look like you just got kicked out of NSYNC…

That’s definitely one way to turn the kids of smoking

Bye Bye Bye



There have been work anniversaries for Kim (2 years) Alex (3years) and Caity (3 years) time flies when you’re having a good time.

Stay tuned for next months newsletter to see what else the CHG Integrated Wealth team have been up to




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