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.
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.
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.
There’s more than one way to boost your retirement income
After spending your working life building retirement savings, you may be reluctant to eat into your “nest egg” too quickly.…
Downsizing in retirement
If you’re thinking about selling your home and downsizing, consider the pros and cons. Check if selling your home affects…
Getting a good balance in 2021
By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia Reviewing the structure of your investment portfolio is an important and…
What exactly is inflation?
By Beatrice Yeo, Economist, Vanguard Australia The Reserve Bank of Australia has recently made an unprecedented change to the way…
What Is A Home Equity Loan?
A way to utilise the equity in your home. Many Australians own homes that are now worth far more than…