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.

Whether you are embarking on your wealth accumulation strategy, have commenced your strategy and require further refinement, or if you are transitioning 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.

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.

UGC Monthly Market Update | May 2024

Join UGC’s Head of Research / Co-Portfolio Manager, Huw Davies, as he takes a deep dive into the latest financial…

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If aged care advice is confusing – get advice

Many people think they can’t afford to get aged care advice, but the reality is you probably can’t afford not…

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Mastering the Tax Game: Boost Your Wealth & Trim Your Tax

As the end of the financial year approaches, it’s the perfect time to refine your tax strategies and maximise your…

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Nearing Retirement? Your Essential Pre-Retirement Checklist

Retirement marks a significant milestone, one that comes with both excitement and a fair share of planning. Whether you envision…

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Rentvesting: A Strategic Approach to Property Investment

Rentvesting is an innovative property investment strategy where individuals rent a residence that suits their current lifestyle needs while owning…

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