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Private Wealth

Health insurance… yes or no?

The argument has been waged for many years – do I take out health insurance or do I invest the…

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Consolidate your super and save

If I offered you a year’s pay for an hour or so of work, you would probably jump at the…

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Beyond super: Our other personal investments

Given the attention on the size of Australia’s super savings, it may surprise you that personal investors in total have…

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Wanted: Post-retirement advice for SMSFs

Self-managed super funds (SMSFs) have increasing unmet needs for advice about having a regular retirement income, investing in retirement and…

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SMSFs attract younger members

Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume…

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Investing in overseas shares

Like the idea of owning your own small part of some of the world’s largest and fastest growing companies? Maybe…

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Recent stories

Portfolio Rebalancing: What, Why, When?

In the realm of investment management, maintaining the intended asset allocation of your portfolio is as critical as the initial…

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Reviewing Your Investment Portfolio

At United Global Capital, we believe that the foundation of a successful investment journey is a well-maintained strategy. Regularly reviewing…

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Find Your Lost Super

It’s surprisingly easy to lose track of your superannuation. Changes in employment, address, or personal details can lead to superannuation…

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Estate Planning: Five Key Elements for Consideration

Planning for the future, especially in terms of estate planning, is a crucial step in safeguarding the legacy you wish…

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How To Build An Emergency Fund Fast

In an ever-unpredictable world, financial preparedness is more crucial than ever. Emergencies – be they medical crises, unexpected home repairs,…

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