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.

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.

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.

FREE FINANCIAL ASSESSMENT

Ready to take control of your financial future? Book your Free Financial Assessment today. During this 15-minute call, one of our Financial Adviser Associates will evaluate your personal financial position and determine the next actions and steps appropriate for your personal goals.

The Investor Exchange

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

UGC Monthly Market Update | March 2024

Welcome to the UGC’s Monthly Market Update for March 2024. Join UGC’s Co-Portfolio Manager / Senior Investment Analyst, Huw Davies,…

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Fast-Track Retirement Strategies

Looking to fast-track your retirement is a dream held by many Australians but achieved by few. It’s a goal that…

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Investment Strategies: Your Comprehensive Guide

Investing is not just about placing your money into the market and hoping for the best; it involves careful planning,…

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Understanding Loan to Value Ratio (LVR): A Comprehensive Guide

Understanding the Loan to Value Ratio (LVR) is crucial for anyone involved in real estate investments or considering taking out…

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Risk Tolerance vs Risk Capacity: Why You Need to Know the Difference

In the world of investing and financial planning, understanding the difference between risk tolerance and risk capacity is essential for…

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