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.
How A Guarantor Can Help You Secure Finance
When you’re desperately trying to save up a deposit for a home and just see the prices of property climbing…
Four real estate trends to watch as economies reopen
After a tumultuous 2020, we identify four main trends that will drive real estate this year and in the decade…
Weekly Market Updates | July 28, 2021
Watch UGC’s weekly market update videos to find out the week’s most important financial and investment news.
How super works
Super is a way of saving for retirement. Your employer must pay a percentage of your earnings into your super…
How to create an investment plan
By Robin Bowerman, Head of Corporate Affairs, Vanguard Australia Creating a financial plan is the first – and perhaps most…