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Private Wealth

Wealth Protection: The Role of Insurance

In the pursuit of wealth creation, your ability to generate income stands as your most significant asset. This capacity fuels…

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What Is My Risk Profile And Why Is It Important?

Investing can often feel like navigating a complex maze, especially when it comes to understanding risk profiles. Typically, when you…

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10 Lessons From The World’s Richest Investors

Imagine waking up to a reality where financial worries are just a distant memory. Student loans? Paid off. Mortgage concerns?…

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What is Personal Financial Advice?

Embarking on a journey towards financial stability and growth begins with personal financial advice. This process involves partnering with a…

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ETFs and Stocks – What’s The Difference?

For those new to the investment arena, understanding the key distinctions between stocks and exchange-traded funds (ETFs) is a crucial…

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The First-Time Investor’s Guide to Building Wealth

Congratulations on taking the first step towards financial success by deciding to invest your money. Whether you’re planning for retirement,…

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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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