Welcome to the Cheng Begg Wealth Management Group.

We’re going to take you through a process that will help you articulate what is meaningful in your life and what it is that you value most then connect it to your financial well-being. Seeing those connections and finding the limits to your wealth, that’s what makes us great at what we do. We’re all individuals, the technical aspects of your wealth plan should reflect that. Life can be messy and disorganized; we make sense of it. We find solutions and open your eyes to empower you with how to use your wealth in the most gratifying way personally.

We are a dedicated, skilled, complementary and passionate group of specialists that provide a comprehensive range of Wealth Advisory Services. With our experience and expertise, we keep our clients focused on their dreams, while deriving value and fulfilment from their wealth.

We welcome a conversation and look forward to learning your story. 

 

    
HAPPINESS
is the new rich.

INNER PEACE
is the new success.

HEALTH
is the new wealth.

KINDNESS
is the new cool.

— Syed Balkhi, entrepreneur
 

Serena

Podcast
Serena Talks 

 

Welcome to Serena Talks. I'm Serena Cheng a wealth advisor. Tune in to candid discussions with special guests around investment trends and topics.

Listen now

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

16 August 2022
Filtering Forecasts
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9 August 2022
Why is the market so happy?
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Investor Strategy

August 2022
Second half off to a good start
View article

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

View article

 

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