A unique approach that yields consistently high returns.

Whether you are embarking on your wealth accumulation strategy for the first time, need to refine an existing strategy or are transitioning into 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.

In doing so, our clients obtain the skills, knowledge and confidence required to become financially successful.

Our approach

Informed investment

We bring our investment smarts to bear when screening, researching, advising and executing direct investments. Our experience across local and global investment markets and asset classes means we can spot investment and trading opportunities early in their growth phase. This positions our clients for maximum profit potential across shares, derivatives, real estate, commodities, foreign exchange, fixed income, cash, managed investments and alternative assets.

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

cost efficiency

By focusing on direct investment in all major asset classes, and by consolidating the roles of your adviser, broker, fund manager and administrator into one unified advisory service, we can consolidate our fees and improve your overall cost position when compared to our competitors. We help reduce the multiple layers of fees faced by most retail investors, saving our clients money and improving their results.

Other advisory firms and their advisers lack the sophistication, experience, institutional or strategic relationships to deliver direct investment opportunities to their clients in markets located around the globe.

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

Tailored advice

We consider your situation and your needs, not those of thousands of investors. Whether you’re interested in wealth creation, managing a portfolio of property or protecting an existing suite of assets, we pride ourselves on creating unique strategies for each of our clients that meet or exceed their expectations.

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

Maximising investment opportunities

As a client, you will be able to immediately benefit from our experience and expertise in opening up traditionally hard to access investment markets and financial strategies. Our clients benefit from our expertise in real estate investment, development, renovations, shares, derivatives, foreign exchange, commodities hedge funds and much, much more.

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

Unique strategies

One of the cornerstones of our approach is the design of holistic strategies specifically tailored to your needs, circumstances, capacity for investment and tolerance for risk. Our strategies consider all aspects of the advice spectrum from wealth creation, wealth protection, risk insurance, tax planning and structuring, retirement planning, business advisory, business succession, superannuation and SMSFs, estate planning, budgeting, cash flow management and the appropriate use of leverage.

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

Innovative approaches

Challenging industry norms is part of our DNA. As a client, you’ll benefit from our passion to find innovative solutions to deliver consistently superior outcomes. Our proprietary real estate strategies include both Australian and US real estate investment and development. This is just a small sample of what we use to give ourselves the edge.

Our proprietary financial markets strategies combine the use of options, Contracts-for-Difference (CFDs), Exchange Traded Funds (ETFs) and direct shares with our highly selective Quality, Value, Trend (QVT) selection criteria to manage risk, enhance income, leverage returns and hedge our client portfolios when conditions become unfavourable.

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

Education

We continually educate our clients on new developments in investment markets, financial strategies, and the ever-changing taxation, legislative and economic environment through our seminars, master classes, newsletters and client communications.

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

Goal focused

We’re across your financial goals and aspirations from day one and are committed to removing the barriers which may have prevented you from realising your goals in the past.

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.