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.

Platinum Alpha Strategy Performance Update

Performance vs Benchmark Indexes

Performance vs UGC Representative Industry Average Performance

Asset Allocation

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 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.

How A Guarantor Can Help You Secure Finance

When you’re desperately trying to save up a deposit for a home and just see the prices of property climbing…

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Four real estate trends to watch as economies reopen

After a tumultuous 2020, we identify four main trends that will drive real estate this year and in the decade…

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Weekly Market Updates | July 28, 2021

Watch UGC’s weekly market update videos to find out the week’s most important financial and investment news.

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How super works

Super is a way of saving for retirement. Your employer must pay a percentage of your earnings into your super…

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How to create an investment plan

 By Robin Bowerman, Head of Corporate Affairs, Vanguard Australia Creating a financial plan is the first – and perhaps most…

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