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.

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.

If you would like to learn more, call us on (03) 8657 7640 today.

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.

If you would like to learn more, call us on (03) 8657 7640 today.

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.

If you would like to learn more, call us on (03) 8657 7640 today.

The Investor Exchange

Listen to Joel and the team discuss timely and important news related to financial markets, property, personal wealth, politics and economy.

If you would like to learn more, call us on (03) 8657 7640 today.

How patience has paid off for long-term investors

By Tony Kaye, Senior Personal Finance Writer, Vanguard Australia In early 2020, over just a few weeks, global share markets…

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Four steps to plan for a better retirement

Many investors concentrate on building their nest egg during their working lives to pay or help pay for their retirement…

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Weekly Market Updates | October 19, 2021

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

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Tax and super

How much tax you pay on your super contributions and withdrawals depends on: your total super amount your age the…

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An introduction to Home Care

Key points: Assessment teams will help you find the rights services to suit your care needs or basic help you…

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