Strategic wealth management
for life and legacy.
Areas of expertise
As comprehensive financial planners, we look at your whole position to provide advice on growing your wealth in a way that truly serves your goals.
Put the right protections around what you’ve built. With specialised interest in navigating complex structures, our advisors provide advice on wealth structures, estate planning, succession planning, and more.
A centralised service to organise your financial life. We handle the paperwork, deadlines and coordinate with the other professionals in your life, giving you back time and headspace.
Meet our wealth
management advisors
Advisors Kylie Wright and Jes Wilkinson lead Ulton Wealth with a simple belief: managing money is really about supporting people, families, and futures. With decades of experience, they listen closely, cut through the complexity, and provide their clients with the clarity and confidence to pursue their ambitions.
-
Jes WilkinsonWealth Manager(07) 4154 0424View profile
Jes Wilkinson
Ulton Wealth ManagerSpecialist areas
Estate planning, retirement planning and Wealth BuildingFormal qualifications
- Master of Financial Planning (completed 2019)
- SMSF Specialist Advisor™
- Certificate of Self-Managed Superannuation Funds
- Certificate of ASX Securities
- Certificate IV in Financial Services (Finance/Mortgage Broking)
- Diploma of Business
Memberships
- Specialist, SMSF Professional Association of Australia Ltd
- Practitioner, Financial Advice Association Australia (FAAA)
Bio
A critical thinker, Jes’s advisory style is comprehensive. She invests in understanding her clients’ complete position, not just one slice of it. The philosophy behind this approach is simple—equipped with an all-angles view of her clients’ world, she can deliver advice that truly serves their big-picture goals. Goals like: maximising their retirement years, passing their business onto the next generation, or providing for the generations to follow.
One of Jes's key areas of focus is working with clients who have intricate financial situations, particularly business owners, farmers, and professionals who require personalised, ongoing support. She takes pride in simplifying complexity, especially in cases involving trusts, companies, and SMSF scenarios. Jes’s keen interest in SMSFs has made her an invaluable resource for clients embarking on out-of-the-box transactions or seeking in-depth reviews of existing structures.
Her comprehensive way of working brings a closeness to her client relationships—relationships that grow to encompass a lot more than just finances. She is a trusted partner for the entire journey, by her clients’ sides to weather every storm and celebrate every milestone. In her words, she shares life with her clients.
“I’m a very empathetic and emotional person, so having a close personal relationship with clients is very rewarding.”
Born and raised on hobby farms in Echuca and Cawarral, Jes’s rural upbringing instilled in her a strong work ethic and sense of resilience. Inspired by her mother’s determination in the face of adversity, Jes learned the importance of hard work and commitment early on—qualities that have been recognised throughout her career, including being named Rookie of the Year in 2014 and graduating as Dux of her Master of Financial Planning cohort in 2020.
SARN 378670
Sub Authorised Representatives of Ulton Wealth Management Pty Ltd which is a Corporate Authorised Representative No. 460875 of Ulton Wealth Services Pty Ltd.
