Joel Hewish is the founder, Chief Executive and Chief Financial Strategist of United Global Capital (UGC). Joel is a highly skilled, educated and experienced wealth management professional. Joel established United Global Capital (UGC) with a vision to bring the world’s best investment opportunities and financial strategies to ordinary people.
After spending his initial years in the industry as an investment research assistant, Joel soon progressed to become a private client adviser at Morgan Wealth Management Group.
Becoming an adviser just before the commencement of the Global Financial Crisis (GFC), this experience drove him to seek out better ways to manage risk and improve investment returns. Frustrated by the inadequate and self-interested advice around risk management pandered by the retail advice industry and using his baptism of fire as his inspiration, Joel began a crusade to seek out better ways to build and protect his clients wealth. As a result of this quest, clients of UGC are now implementing strategies and techniques that were once thought the domain of just the sophisticated or professional investor or the super rich.
With a starting point of first understanding each clients risks, aims and own individual circumstances, UGC has developed a culture of wealth creation starting with wealth protection and risk minimisation.
Joel’s view is that investing, by its very nature is risky. It is the pursuit of a definite outcome with an over reliance on an uncertain future. However, with careful planning, a diligence to risk management and a willingness to learn, you too can benefit from a future that holds much more certainty than was previously available to the ordinary person.
After completing university, Joel commenced his financial services career with Colonial First State subsidiary Avanteos, before taking up an investment research position with boutique private client advisory Morgan Wealth Management Group. While there, Joel continued further studies completing post graduate qualifications in applied finance and investment and financial planning before taking up a private client advisory role with the firm.
After spending several years as an advisor with Morgan Wealth Management Group, Joel joined Collins Street based boutique investment bank Fortrend Securities in September 2009 to establish and head up its Wealth Management division.
After spending two years in this role he left to set up United Global Capital, a Melbourne based but globally focused wealth management business.
Today Joel Hewish and UGC provide advice on very simple to more complex private affairs related to strategic tax and financial planning, global direct equities, global real estate, derivatives, foreign exchange, superannuation and self-managed superannuation funds, risk management and risk insurance, estate planning, succession planning and SME growth strategies.
United Global Capital Pty Ltd is a Corporate Authorised Representative (No. 416388) of Longhou Capital Markets Pty Ltd, AFSL 292464 and Joel is an Authorised Representative of Longhou Capital Markets Pty Ltd (AR No. 416387).
Joel holds the following qualifications:
- Graduate Diploma of Applied Finance and Investment from the Financial Services Institute of Australasia
- Graduate Certificate in Financial Planning from the Financial Services Institute of Australasia
- Bachelor of Business (Banking & Finance) from Monash University
- Minors in Economics from Monash University
- Diploma of Business (Banking & Finance) from Swinburne University.
If you would like to learn more about how you can take advantage of these strategies to safely create and manage your wealth, contact United Global Capital today to speak with one of our financial strategists for a No Cost, No Obligation consultation on 03 8657 7640 or email firstname.lastname@example.org.