Building robust strategies to help you realise your financial goals.

Where do you want to be? Answer that question and we’ll work with you to plot a roadmap to get you there.

UGC’s six stage Financial Advice Process builds a multi-faceted picture of your current circumstances and investment preferences; our private wealth team then synthesise this information to create a robust strategy that’ll set you on your way to realising your financial ambitions. It’s not set and forget; we’ll monitor performance and adjust the strategy to take advantage of changes in the broader financial environment, or to accommodate any changes in your personal circumstances.

Initial meeting

Initial meeting

Our financial advice process begins with an initial meeting: no obligations and no cost to you.
This is where we identify your needs and goals, your attitude toward investment risk, and the compatibility of our services with what you’re looking to achieve.

If you would like to learn more, call us on (03) 8657 7640 today.

Gather data

Gather data

Once we know that our services would be a good fit, we agree on our next steps and future path. This includes gathering all the information we need to get a clear picture of your financial situation, as well as setting solid goals.

If you would like to learn more, call us on (03) 8657 7640 today.

Research and preparation

Research and preparation

Using our in-house expertise, specialist research capabilities and superior financial modelling technology, we’ll have several meetings to discuss and develop personalised investment and financial strategies. We document our recommendations and the reasoning behind them in a formal document called a Statement of Advice.

If you would like to learn more, call us on (03) 8657 7640 today.

Presentation and feedback

Presentation and feedback

We’ll meet again to formally present our recommendations, explaining the Statement of Advice as well as the financial and practical benefits of our recommendations.
You’ll have significant input into our strategy, so you can rest assured that it’ll be tailored to
your needs. Before you agree to the plan, this is the perfect opportunity for questions, concerns and potential fine tuning.

If you would like to learn more, call us on (03) 8657 7640 today.

Implementation

Implementation

Once we all agree on a plan, our advisers take the next steps in putting that plan into action. We have the technology, wholesale suppliers, institutional relationships and network of specialist professionals to quickly and effectively implement an effective strategy.

If you would like to learn more, call us on (03) 8657 7640 today.

Review

Review

Once implemented, we review, monitor, re-balance and adjust your financial strategy and investment portfolio at regular intervals, taking into consideration any changes in your circumstances and the dynamic economic environment.

If you would like to learn more, call us on (03) 8657 7640 today.

Free Assessment

Please complete the form opposite to receive a FREE one hour assessment with a UGC adviser.

We can offer face to face, video or telephone meetings in the morning or afternoon to suit your schedule and availability.

If you would like to learn more, call us on (03) 8657 7640 today.