October 13, 2014

About UGC

Our Mission

To set the standard of advice in our industry and materially improve the lives of our clients. We do this by helping our clients achieve their full financial potential, achieve financial independence and effectively managing their wealth once financial independence has been attained.

Our Vision

To be the most respected and trusted wealth management business in the world as a result of delivering consistently superior financial outcomes. This will be achieved on the back of developing and executing innovative and market leading financial and investment strategies and a dedication towards achieving excellence.

Our Values

We value the creation of life long partnerships based on integrity, trust, commitment to excellence and innovation, all with the aim of materially improving and changing our clients lives for the better.

Our Brand

United Global Capital

UGC – Where do you want to be?

Our brand reflects our deep desire to help each person we meet achieve financial outcomes beyond anything they could have previously imagined possible. We believe that to truly deliver consistent out-performance, investors need to look beyond traditional financial and investment strategies and domestic investments markets and should only pursue the best risk-to-reward opportunities available.

We Unite our clients with the Globe’s most attractive risk-to-reward investment and financial strategies and use the most appropriate Capital instruments to optimise results and materially skew the odds of out-performance and sustained success in our clients favour.

What we do

As a client of United Global Capital, we partner with you to mentor, educate, manage, advise, facilitate and execute all aspects of your individually tailored financial strategy. Irrespective of whether you are embarking on your wealth accumulation strategy for the first time, have commenced your strategy and require further refinement, or if you are moving into or have already progressed to the wealth management phase of your life, we add value to our clients by identifying tax effective, cost efficient and risk considered financial and investment structures and strategies. In doing so, our clients obtain the skills, knowledge and confidence required to become financially successful.

We add value by:

  • Screen, researching, advising and executing direct investment and trading opportunities across local and global markets and asset classes including shares, derivatives, real estate, commodities, foreign exchange, fixed income, cash, managed investments and alternative assets.
  • Reducing overall fees by focusing on direct investment in all major asset classes. We remove the burden of multiple layers of fees retail investors often face. Most advisory firms and their advisers, lack the sophistication, experience, institutional or strategic relationships to deliver direct investment opportunities to their clients in markets located around the globe. We consolidate the role of your adviser, broker, fund manager and administrator all into one service to deliver a simpler, efficient and more cost effective advisory service.
  • Tailoring the advice to your own specific needs, not the needs of thousands of investors.
  • Increasing the investment opportunities available to clients. As a client you will be able to immediately benefit from our experience and expertise in opening up traditionally hard to access investment markets and financial strategies. Our clients benefit from our expertise in real estate investment, development, renovations, shares, derivatives, foreign exchange, commodities and much, much more.
  • Designing a holistic strategy that is specifically tailored to your needs, circumstances, capacity for investment and tolerance for risk. Our strategies consider all aspects of the advice spectrum from wealth creation, wealth protection, risk insurance, tax planning and structuring, retirement planning, business advisory, business succession, superannuation and smsfs, estate planning, budgeting, cash flow management and the appropriate use of leverage.
  • Continually looking to challenge industry norms. As a client of United Global Capital, you will benefit from our passion to find innovative solutions to deliver consistently superior outcomes. Our proprietary real estate strategies such as Co-Developer, Block Strategy, Refurbishments, Renovations and Sub-Divisions in Australian and US real estate markets is just a small sample what we use to of our innovative culture. Our proprietary financial markets strategy combines the use of options, Contracts-for-Difference (CFDs), Exchange Traded Funds (ETFs) with a our highly selective value, growth and speculation selection criteria to manage risk, enhance income, leverage returns as well as hedge our client portfolios when conditions become unfavourable.
  • Continually educating our clients on new developments in investment markets, financial strategies, and the ever changing taxation, legislative and economic environment through our seminars, master classes, newsletters and client communications.
  • Removing barriers which have previously prevented you from achieving your financial aspirations.