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.
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.
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…
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…
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!…
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…
[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’.…