Private wealth — created and protected for the long term.

At UGC Private Wealth, we provide our clients with all the advice and support they need to design, implement and manage their personalised financial strategy.

Our strategic financial advisory services are structured to provide maximum utilisation of your financial and personal resources.

Our strategic financial advisory services are structured to provide maximum utilisation of your financial and personal resources. Our strategic advice will furnish you with a comprehensive plan for success, covering critical areas such as:

  • Budgeting & cash flow management.
  • Strategic tax planning & tax structures.
  • Superannuation & SMSFs.
  • Strategic & tactical investment advice (i.e. Cash, Shares, Property, Fixed Income, Derivatives, Foreign Exchange and Alternative Investments).
  • Risk management, asset protection & risk insurance.
  • Estate planning & business succession planning.
  • Centrelink planning & advice.
  • Aged care planning & advice. 

Whether you’re looking to invest a lump sum or an inheritance, financially protect your family, plan for retirement, reduce debt or make investments, UGC is here to help.

Private wealth

Strategic Financial Advice

UGC Private Wealth offers strategic financial advice across all areas of your personal circumstances, as well as in-depth analysis of your financial needs and objectives.

We assess risk and suggest the most appropriate strategies to ensure your wealth creation and wealth management aspirations are achieved. The UGC team is able to make sure you are taking advantage of every opportunity and minimising risk appropriately.

Ongoing Financial Advice

We’ve specially designed our Private Wealth services so that you can take full advantage of our cost and tax-effective ongoing support, as well as advisory services from a professional wealth adviser.

Your financial strategy will be efficiently implemented and constantly reviewed, as well as regularly adjusted to make the most of the ever-changing economic, taxation, legislative and investment environment. With ongoing support and advice from our team, you can be assured that your wealth will always be secure and well placed to increase at high rates of growth.

We are a wealth management firm that takes the hassle out of your financial decisions, ensuring that you remain in complete control. By choosing UGC, you’ll have more time for the things you would rather be doing, knowing all the while that your wealth is constantly growing safely and securely at rates well above the industry average.

If you’re looking for advice on how you can achieve the level of financial success to which you’ve always aspired, or you would like to learn more about the strategies that set us apart from our competition, give us a call on (03) 8657 7640 or complete our contact form.

Book a free assessment

In this 60 minute assessment we’ll provide some insights into how you can transform your current financial situation to realise your aspirations for yourself and your family.

Book now

Related Services

Super & SMSF’s

We specialise in SMSF advice and administration and can provide access to Master Trusts, Wrap Platforms and Retail and Wholesale superannuation products.

Tax Strategy

Experts in creating frameworks to minimise tax and protect assets. We advise on and establish Companies, Trusts, Limited Liability Companies (LLCs), Partnerships and more.

Risk Insurance

We are specialists in analysing, structuring and advising on Life, Total & Permanent Disability, Income Protection, Trauma Insurance, Business Expenses and Key Person insurance.

Debt & Leverage

Accelerate your wealth accumulation safely using Mortgages, Lines of Credit, Investment Loans, Derivatives and Leveraged ETFs as well as effective Debt Management & Reduction.

Estate Planning

Experts in estate planning strucutures and strategies including Pensions, Death Benefit Nominations, Wills, Powers of Attorney, Testamentary Trusts and more.

Budgets and Cashflow

We identify and advise on cash flow enhancement solutions through improved budgeting, cost savings, tax savings, investment, debt and cost restructures.

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.