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.

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…

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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,…

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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…

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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…

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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…

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