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.
Platinum Alpha Strategy Performance Update
Performance vs Benchmark Indexes
Performance vs UGC Representative Industry Average 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.
Refinancing traps to avoid
Whether you’re after lower repayments or want to tap into the equity sitting in your home, refinancing can offer significant…
Contents insurance: Protect the things you value in your home
Contents insurance covers your household items and personal belongings if they’re damaged, lost or stolen. This can include your furniture,…
Ten questions to ask a mortgage broker
Using a mortgage broker to help you choose a home loan can save you considerable time and could result in…
Getting your super: Find out when you can access your super
You can get your super when you retire and reach your ‘preservation age’ — between 55 and 60, depending on…
Investing basics for first timers
The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history…