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Financial Planning

Ulton develops and manages future wealth strategies for clients around Australia.

The advisers of Ulton Financial Planning, can provide the following financial services as authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, and Australian Financial Service Licence Holder (No 234951):

• Analysis of current financial position;
• Developing aims and objectives over the short, medium and long-term;
• Investment strategies tailored to the client’s personal risk level;
• Developing a financial plan to enable a client to achieve personal goals and objectives;
• Wealth accumulation strategies;
• Superannuation / rollovers;
• Retirement planning;
• Mortgage elimination;
• Shares and property investments;
• Tax planning;
• Estate planning;
• Business planning; and
• Redundancy planning;

Ulton Financial Planning help make clients “future proof”.

Ulton’s superannuation service administers approximately two hundred Self-Managed Superannuation Funds (SMSFs) and several Employer Sponsored Superannuation Funds.  A variety of Ulton’s teams are involved with the management of these funds, including Business Services (responsible for the general administration of these funds), Audit, and Ulton Financial Planning (on behalf of Professional Investment Services, responsible for the development of investment strategies, eligible termination payments, pension allocation, etc). 

More specific areas of interest within our superannuation services include:

• The establishment and administration of the fund;
• Wealth creation strategies;
• Ensuring that the fund complies with all relevant legislation and standards;
• Guiding trustees in fulfilling their responsibilities;
• Preparation of detailed financial reports, including member statements;
• Ongoing analysis of the fund’s performance;
• Calculation of pensions from self-managed funds;
• Implementation of investment strategies;
• Analysing the need for risk management strategies; and
• SIS compliance.

Ulton seek to offer confidence, so that our clients can retire comfortably.

Professional Investment Services Pty Ltd ("PIS") is the holder of Australian Financial Services Licence No. 234951 under which PIS is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.

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Ulton, ABN 14 396 442 049