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.

[NEW VIDEO]: Mastering the Tax Game

In the dynamic world of finance and investments, understanding how to efficiently manage taxes can be the difference between an…

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UGC MONTHLY MARKET UPDATE | SEPTEMBER 2023

Welcome to the UGC’s Monthly Market Update for September 2023. Join UGC’s CEO & Chief Investment Officer, Joel Hewish, as…

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Is Your Cash Working As Hard As You?

Are you a business owner looking to supercharge your financial success and secure your future? If the answer is YES!…

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How to Minimise Capital Gains Tax on Your Investment Property

Effective financial planning requires a deep understanding of the numerous tools and strategies at your disposal. Specifically, leveraging trusts and…

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[NEW VIDEO]: The Power of Compounding & Leverage

We’re excited to launch the third instalment in our Wealth Accelerator Video Series – ‘The Power of Compounding & Leverage’.…

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