Health and Aging

Ulton has been helping clients in the health and aging sector for many years. We understand that there are a number of specific issues (e.g. dealing with health funds) that are unique in the industry and also understand the financial issues that you experience due to this.

Specific sectors within this broad category that we currently work with include General Practitioners, Dentists, Medical Specialists, Aged Care and Respite centres and a Private Hospital.

Areas that we have assisted these clients with include:

  • Getting the ownership and operating structure right so that assets are protected, tax is minimised and growth and succession issues can be easily and effectively managed.
  • Improving internal controls and systems
  • Being the external CFO (Chief Financial Officer) to produce strategic financial management information and report to the owners/boards regularly.
  • Developing wealth creation strategies.
  • Implementing risk protection strategies

We understand that people in this industry have the primary focus of improving the health of patients and the community which sometimes makes it difficult to have time or skills to financially manage the business effectively. We work collaboratively with you so that we can provide this financial expertise and ensure the viability of your business in meeting this primary purpose for many years to come.

Your success. Your Life - It matters at Ulton!

 
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