We're setting a new standard in Australian Wealth Management
Our strategy is simple. Empower our advisers to deliver highly personalised wealth management solutions to high-net-worth families, individuals and foundations. We achieve this with industry-leading adviser platforms, specialist support teams, and a collegial global network. These advantages make us a destination-of-choice for Australia’s best advisers.
CG Wealth Management Capabilities
CG Wealth Management blends the vast global capabilities of a large firm with the agile mindset of a boutique, making us uniquely positioned to address the complex challenges our clients face when managing significant capital. With excellence our benchmark, and flexibility our mantra, we excel at tailoring bespoke wealth management services designed to preserve and grow your wealth.
Our Wealth Management Process
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01
Understand
your situation, wealth management goals and tolerance to risk.
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02
Advise
on an appropriate investment strategy
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03
Explore
opportunities to add value to your financial planning
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04
Collaborate
on the management of your investment portfolio
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05
Review
your strategy as your circumstances change