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.

Top ways to cut your expenses and increase your savings

Is the key to saving a home deposit as simple as giving up ‘smashed avo’? Well not quite. But spending…

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Weekly Market Updates | June 28, 2022

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

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Financial planning for your growing family

Starting a family, whether it be taking those first steps of planning or knowing your baby is on their way,…

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Investing for a house deposit

The surge in house prices around Australia over the last two years has done little to quell the notion that…

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Heart, head and gut: 5 tips for making better business decisions

One of the biggest things holding entrepreneurs back from making bigger, better decisions for their business is anxiety over making…

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