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 Average Industry 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.

Working with a financial adviser

Financial advisers are professionals who can help you plan and manage bigger financial decisions. Know what to expect when you…

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Estate planning and superannuation

Many of us spend a great deal of time planning for our retirement but understandably, often do not put the…

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Financial literacy: Why it’s important and how we can all improve

More than most, small business owners are responsible for ‘knowing their numbers’. But what happens when financial literacy is variable…

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Capital Gains: securing the finance your business needs

Whether you need funds to get a new enterprise off the ground or are looking for capital to take things…

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Episode 117. Where Do We Stand On A Long Winding Road To A Tumultuous Year?

Our last year’s episode commences with a discussion on a report regarding the Australian Retirement System and the Three Pillars…

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