Wealth Creation

Wealth creation isn’t something that just happens.   The earlier you begin to plan for your long-term wealth aspirations, the greater the chance of your success. Your UGC adviser helps you with everything from the planning phase to the implementation phase. This includes assistance with budgeting plans, savings plans, financial structuring, tax effective strategising, gearing for investment, debt management and structuring,  investment planning and risk tolerance assessment plus much more. All these services are designed to ensure that your financial strategy is appropriate to your circumstances and needs and remains so throughout your lifetime.

Recent stories

Switching home loans

Refinancing your home loan to take advantage of a lower interest rate might save you money. Before you switch, make…

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Tips to help make 2020/2021 tax time easier

It’s been a year of change like no other and that extends to tax and superannuation. As the end of…

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The importance of having a will

While it’s not something anyone likes to think about, planning your estate may make things a little easier for your…

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Fears and expectations

By Richard Dinham, Head of Client Solutions and Retirement For many, the word ‘retirement’ is associated with the idea of…

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Savings accounts

Savings accounts help your money grow faster by offering a higher interest rate than everyday transaction accounts.  Get the highest…

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