Superior financial outcomes from the wealth management specialists.
We partner with you to manage, advise, facilitate and execute all aspects of your financial strategy. Bringing global reach to a local market.
Our services
Private wealth
Our private wealth advisors will work with you to craft a strategy that ensures all aspects of your financial position are carefully analysed and appropriately advised.
Securities
Our securities offering combines principles and techniques from some of the world’s most successful investors into one comprehensive management strategy.
Projects
We’re industry leaders when it comes to finding real estate opportunities, as well as ensuring that your investments are sound and based on expert advice.
Global property
We’ll help you design your own investment strategy, from identifying the best opportunities in local and global markets to selecting property managers.
Asset Management
Access to some of the world’s best-performing investment strategies, usually reserved for professional investors and the super-rich.
Self Managed Super Funds
Let UGC guide you through the design and implementation of wealth creation plan and investment strategy that suits your needs and objectives.
A new dawn in wealth management
We develop and implement innovative yet considered financial and investment strategies for our clients with the aim of increasing their wealth by delivering consistent, market-leading financial outcomes.
Local, with a global reach
We’re based in Melbourne but our investment reach – be it property, securities or wealth management – is truly global.
Tell us where you want to be and we’ll help you plot the best course to get there.
FREE FINANCIAL ASSESSMENT
Ready to take control of your financial future? Book your Free Financial Assessment today. During this 15-minute call, one of our Financial Adviser Associates will evaluate your personal financial position and determine the next actions and steps appropriate for your personal goals.
The Investor Exchange
Listen to Joel and the team discuss timely and important news related to financial markets, property, personal wealth, politics and economy.
Find Your Lost Super
It’s surprisingly easy to lose track of your superannuation. Changes in employment, address, or personal details can lead to superannuation…
Estate Planning: Five Key Elements for Consideration
Planning for the future, especially in terms of estate planning, is a crucial step in safeguarding the legacy you wish…
How To Build An Emergency Fund Fast
In an ever-unpredictable world, financial preparedness is more crucial than ever. Emergencies – be they medical crises, unexpected home repairs,…
Essential Strategies for Achieving Investment Success
Understanding and achieving investment success is a highly personal journey, as the definition of success varies from one individual to…
Home Equity: Unlocking the Power
Home equity is more than just a financial term; it’s a powerful resource that, when utilised wisely, can support your…