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September 2023

[NEW VIDEO]: Mastering the Tax Game

In the dynamic world of finance and investments, understanding how to efficiently manage taxes can be the difference between an…

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UGC MONTHLY MARKET UPDATE | SEPTEMBER 2023

Welcome to the UGC’s Monthly Market Update for September 2023. Join UGC’s CEO & Chief Investment Officer, Joel Hewish, as…

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Is Your Cash Working As Hard As You?

Are you a business owner looking to supercharge your financial success and secure your future? If the answer is YES!…

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How to Minimise Capital Gains Tax on Your Investment Property

Effective financial planning requires a deep understanding of the numerous tools and strategies at your disposal. Specifically, leveraging trusts and…

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[NEW VIDEO]: The Power of Compounding & Leverage

We’re excited to launch the third instalment in our Wealth Accelerator Video Series – ‘The Power of Compounding & Leverage’.…

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What is a Statement of Advice?

Navigating the world of financial advice can often seem daunting, especially when faced with various documents and terminologies. One such…

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Recent stories

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…

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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…

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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…

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Nearing Retirement? Your Essential Pre-Retirement Checklist

Retirement marks a significant milestone, one that comes with both excitement and a fair share of planning. Whether you envision…

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Rentvesting: A Strategic Approach to Property Investment

Rentvesting is an innovative property investment strategy where individuals rent a residence that suits their current lifestyle needs while owning…

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