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.
If you would like to learn more, call us on (03) 8657 7640 today.
Securities
Our securities offering combines principles and techniques from some of the world’s most successful investors into one comprehensive management strategy.
If you would like to learn more, call us on (03) 8657 7640 today.
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.
If you would like to learn more, call us on (03) 8657 7640 today.
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.
If you would like to learn more, call us on (03) 8657 7640 today.
Asset Management
Access to some of the world’s best-performing investment strategies, usually reserved for professional investors and the super-rich.
If you would like to learn more, call us on (03) 8657 7640 today.
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.
If you would like to learn more, call us on (03) 8657 7640 today.
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.
If you would like to learn more, call us on (03) 8657 7640 today.
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.
If you would like to learn more, call us on (03) 8657 7640 today.
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.
If you would like to learn more, call us on (03) 8657 7640 today.
The Investor Exchange
Listen to Joel and the team discuss timely and important news related to financial markets, property, personal wealth, politics and economy.
If you would like to learn more, call us on (03) 8657 7640 today.
How patience has paid off for long-term investors
By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia In early 2020, over just a few weeks, global share markets…
Four steps to plan for a better retirement
Many investors concentrate on building their nest egg during their working lives to pay or help pay for their retirement…
Weekly Market Updates | October 19, 2021
Watch UGC’s weekly market update videos to find out the week’s most important financial and investment news.
Tax and super
How much tax you pay on your super contributions and withdrawals depends on: your total super amount your age the…
An introduction to Home Care
Key points: Assessment teams will help you find the rights services to suit your care needs or basic help you…