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.
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.
Projects
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Business advisory
Tune up your business and take it to the nest level. Identify growth opportunities, capture new business and enhance value through improved systems and efficiency initiatives.
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.
Platinum Alpha Strategy Performance Update
Performance vs Benchmark Indexes
Performance vs Average Industry Performance
Asset Allocation
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 Assessment
Please complete the form opposite to receive a FREE one hour assessment with a UGC adviser.
We can offer face to face, video or telephone meetings in the morning or afternoon to suit your schedule and availability.
The Investor Exchange
Listen to Joel and the team discuss timely and important news related to financial markets, property, personal wealth, politics and economy.
Working with a financial adviser
Financial advisers are professionals who can help you plan and manage bigger financial decisions. Know what to expect when you…
Estate planning and superannuation
Many of us spend a great deal of time planning for our retirement but understandably, often do not put the…
Financial literacy: Why it’s important and how we can all improve
More than most, small business owners are responsible for ‘knowing their numbers’. But what happens when financial literacy is variable…
Capital Gains: securing the finance your business needs
Whether you need funds to get a new enterprise off the ground or are looking for capital to take things…
Episode 117. Where Do We Stand On A Long Winding Road To A Tumultuous Year?
Our last year’s episode commences with a discussion on a report regarding the Australian Retirement System and the Three Pillars…