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.
Securities
Our securities offering combines principles and techniques from some of the world’s most successful investors into one comprehensive management strategy.
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.
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.
Asset Management
Access to some of the world’s best-performing investment strategies, usually reserved for professional investors and the super-rich.
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.
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.
The Investor Exchange
Listen to Joel and the team discuss timely and important news related to financial markets, property, personal wealth, politics and economy.
Understanding the Sharemarket: A Beginner’s Guide
Investing in the sharemarket can be a powerful way to grow your wealth over time. Whether you’re new to investing…
Franked Dividends vs Unfranked Dividends
When it comes to investing in the stock market, understanding the nuances of dividend payments is crucial. One of the…
UGC Monthly Market Update | May 2024
Join UGC’s Head of Research / Co-Portfolio Manager, Huw Davies, as he takes a deep dive into the latest financial…
If aged care advice is confusing – get advice
Many people think they can’t afford to get aged care advice, but the reality is you probably can’t afford not…
Mastering the Tax Game: Boost Your Wealth & Trim Your Tax
As the end of the financial year approaches, it’s the perfect time to refine your tax strategies and maximise your…