Platinum Advisory Service

United Global Capital’s Platinum Advisory Service is our flagship premium financial markets investment advisory service. It has been designed specifically to help Australian investors gain direct access to global investment themes and markets. It is designed for those investors who wish to be much more proactive in their investment approach and in identifying investment and trading opportunities and managing risk.

Our advisors work with you to help you implement an investment strategy tailored to your needs, objectives and appetite for risk. By providing you with direct access to global markets and investing directly in the world’s most profitable investment themes, your UGC advisor can help you capitalise on a world of opportunity. At UGC, our aim is to help investors of all types achieve their financial aspirations goals by opening up access to direct investment and trading opportunities that many other advisory firms simply cannot or do not want to provide clients access to.

At UGC we aim to:

  • Identify financially sound companies with solid balance sheets that have the ability to generate, or currently are generating, high levels of cash and free cash flows that are listed on exchanges here in Australia and overseas.
  • Identify businesses that are trading significantly below fair value because of any number of reasons, for example; the market isn’t valuing the growth potential correctly or the company is in an under-appreciated sector of the economy.
  • Recommend companies that are exposed to the world’s most profitable investment trends and themes.
  • Deliver superior risk adjusted returns through the use of numerous risk management overlays including country, industry and company diversification as well as using tactical hedging and trading (long and short) techniques and strategies.
  • Develop numerous paths for you to achieve financial freedom through the accumulation of investments which have the ability to consistently grow passive income streams well above the average market rate of growth and inflation.
  • Tailor our proven investment techniques with your personal investment objectives so that you can achieve the level of financial freedom you desire while appropriately managing the various investment risks we face in today’s challenging environment.

As a client engaging our services you will receive:

  • A tailored active tactical and strategic investment strategy designed and implemented to suit your objectives and risk tolerance.
  • Access to direct global equity, derivatives, foreign exchange and fixed interest markets.
  • A minimum quarterly review of your overall strategic and tactical asset allocation.
  • A minimum quarterly review of your overall investment portfolio and individual investments.
  • Active short term trading (Long & Short) and hedging recommendations so that you can potentially profit in both bull and bear markets.
  • Access to primary and secondary market offerings with advice on the suitability of these offerings within your investment strategy.
  • Free attendance to all UGC morning, lunchtime and evening briefings.
  • Free attendance to all UGC Wealth Master Class seminars featuring a range of topics and speakers.
  • Free access to UGC’s fortnightly newsletter.
  • 24/7 access to consolidated Australian and foreign denominated investment and tax reports.
  • Unlimited phone and email access to your adviser.
  • Comprehensive half yearly reporting on your investments.
  • Free access to UGC’s half yearly market review and outlook report.

OUR VALUE PROPOSITION  

  • This service has been designed to remove the layers of fees that you face when accessing Australian and/or global markets indirectly through advisers who use managed funds. This is done by consolidating the role of your adviser and fund manager.
  • We provide specific advice on investments that suit your needs, not the needs of thousands of investors.
  • We engage the services of extremely low cost brokers to limit the negative effect transaction costs have on the value of your portfolio.
  • We use hedging techniques to manage risk and as a way of adjusting asset allocations so that Capital Gains Tax is minimised.
  • We offer direct access to the world’s most profitable global investment themes be it in technology, natural resources, energy, pharmaceuticals, biotechnology, environmental technology, global food or other, which are often under-represented or not available on Australian exchanges.
  • We handle the hassles of preparing information to be given to your tax adviser.
  • We manage the administrative tasks of looking after your investments.
  • We make it easy for you to enjoy the things you would rather be doing but give you complete control to make the decisions you want to make.

If you are interested to know how you can use the strategies and techniques the world’s best investors use, contact United Global Capital today and speak with one of our financial strategists for a No Cost, No Obligation consultation on 03 8657 7640 or email info@ugc.net.au.

Joel Hewish

Joel Hewish

CEO / Chief Financial Strategist at United Global Capital
B.Bus (Bank & Fin), GDipAppFin, GCertFinPlan
Authorised Representative No. 416387
Joel is the founder and CEO of UGC.
He is a licensed financial advisor with 15 years experience assisting clients grow, manage and protect their wealth.
Joel Hewish

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