Small and Medium Enterprise

Working with small and medium enterprise proprietors is one of the most rewarding aspects of our job. 

One of the greatest wealth creation pursuits an individual can engage in is the creation or ownership of their own business. We work with current and aspiring small and medium sized business owners to help design a strategy which enables them to start, acquire, manage, grow and sell their own business. We consult with our clients on the most appropriate structure of ownership, improving and enhancing the profitability of their business, attracting growth capital including debt and private equity and facilitate succession plans for the sale of your small or medium sized business when the time comes to exit.

A look at the annual BRW Rich List shows that many of the entrepreneurs included in the list started out in life with no money, very little education and without the required connections. Nevertheless, their desire for success, ambition, self belief and an eye for opportunity were all the ingredients they required to achieve enormous wealth.

We partner with business owners to help them achieve outcomes they require and desire.

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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,…

Read more