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 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.

Retirement planning: it's not all about the money

Retirement is often a massive life change for the majority of people who experience it. Most of us will have…

Read more

Weekly Market Updates | March 22 2023

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

Read more

What is Probate?

  Probate is a process by which the Court approves the will of the Deceased as valid and rules that…

Read more

UGC’S STOCK MARKET & ECONOMIC UPDATE – MARCH 2023

Join UGC’s CEO and Chief Investment Officer, Joel Hewish, this episode for UGC’s investment philosophy, and its correlation to the…

Read more

Sowing the seeds of succession

Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced…

Read more