Wealth creation isn’t something that just happens. The earlier you begin to plan for your long-term wealth aspirations, the greater the chance of your success. Your UGC adviser helps you with everything from the planning phase to the implementation phase. This includes assistance with budgeting plans, savings plans, financial structuring, tax effective strategising, gearing for investment, debt management and structuring, investment planning and risk tolerance assessment plus much more. All these services are designed to ensure that your financial strategy is appropriate to your circumstances and needs and remains so throughout your lifetime.
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.