At UGC Private Wealth, we provide you with long term wealth creation and wealth management solutions through sound and tax effective investment and financial advice complementary to your lifestyle, family and financial needs. We are specialist in designing strategies encompassing all of your investment, tax minimisation, risk management, superannuation and lifestyle needs.

Advice Process

UGC Private Wealth uses a carefully devised strategy design process to ensure all aspects of your financial position are carefully analysed and appropriately advised. We work with you, through a series of meetings, to first understand your current financial position and your goals and objectives. We then analyse and prepare strategy ideas for consideration and educate you on all aspects of each proposed strategy. Once you have considered all options and advised us on the pathways you feel comfortable considering, we then formalise your comprehensive strategy into your own personalised financial plan. 

Wealth Creation

UGC Private Wealth are experts in helping you develop, implement and manage your own personally tailored wealth creation plan. Accelerate your wealth and know you are protected. It doesn’t matter whether you have a preference for shares, real estate, cash or bonds, are a conservative investor or an aggressive investor. We tailor your strategy for wealth creation around your needs, goals and objectives and utilise our broad expertise across a the full range of asset classes available to ensure you achieve the outcomes you are seeking.  

Wealth Management

UGC Private Wealth are experts in designing and managing pre-retirement and retirement strategies to ensure your wealth performs for the long term. We are experts in developing and managing your wealth so you spend more time doing the things you enjoy. We utilise many different tools and strategies including trusts, self-managed superannuation funds, pensions, companies and much more to ensure tax is minimised and your assets continue to perform well into retirement.

Wealth Protection

UGC Private Wealth designs, implements and manages your wealth protection strategy to ensure your assets are protected, your financial position remains secure and your family is looked after even when you can no longer do so. We work with you to implement cost effective and tax effective strategies to protect your wealth. We have access to all Australian licensed insurers of Life, Total and Permanent Disability (TPD), Income Protection, Trauma/Crisis Insurance, Key Person and Business Expense insurance. We also devise strategies for asset protection and risk management incorporating superannuation, trusts, companies, buy/sell agreements, liquidity provisions and cash flow management strategies.

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Super & SMSFs

Specialists in SMSF advice and administration, as well as provide access to Master Trusts, Wrap Platforms, Retail and Wholesale superannuation products

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Tax Strategy

Experts advising and establishing structures to best minimise tax and protect assets. We advise and establish Companies, Trusts, Limited Liability Companies (LLCs), Partnerships and more.

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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.

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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.

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Estate Planning

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

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Budgets & Cashflow

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

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