Wealth Creation

Dec 2, 2013 | Private Wealth

Wealth creation isn’t something that just happens.   The earlier you begin to plan for your long-term wealth aspirations, the greater the chance of your success. Your UGC adviser helps you with everything from the planning phase to the implementation phase. This includes assistance with budgeting plans, savings plans, financial structuring, tax effective strategising, gearing for investment, debt management and structuring,  investment planning and risk tolerance assessment plus much more. All these services are designed to ensure that your financial strategy is appropriate to your circumstances and needs and remains so throughout your lifetime.

<a href="https://ugc.net.au/author/joel/" target="_self">Joel Hewish</a>

Joel Hewish

Joel is the founder and CEO of UGC. He is a licensed financial advisor with 15 years experience assisting clients grow, manage and protect their wealth.

Recent News

Episode 114: Have The Markets Reacted To a COVID-19 Normal World?

Episode 114: Have The Markets Reacted To a COVID-19 Normal World?

This week’s edition of the investor exchange podcast kicks off with a discussion on the COVID-19 situation in Victoria. It’s been 20 days since Victoria recorded its last case and is on track towards a COVID normal Christmas. Following that, Louis talks about the benefits of holiday for your mental health which in turn impacts our performance in work and in life. Brett takes us through the changes in stamp duty that will soon be in place for home buyers soon and breaks down what the costs and benefits will be. Finally, Joel provides a share market update and highlighting the current situation in the United States.

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