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.

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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.

What Type Of Loan Is Right For You?

The array of mortgages available helps a good finance broker to tailor a package to suit your needs. Here are…

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Weekly Market Updates | January 24, 2022

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

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Choosing a credit card

To choose the best credit card for you, consider your spending habits and how you will pay it off. If…

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Handle your after-auction matters like a pro

There’s a bit to sort out once your auction has wrapped up. We’re here to guide you through the key…

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Get the foundations right if you want positive cash flow for your business

Cash flow is critical to keep any business profitable, enable growth, and stop it from going under. Sometimes, however, it…

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