Wealth Protection

Protection of your ability to continue to accumulate wealth, and to protect the wealth you have already accumulated, is key.

As an accredited risk advisor, Ulton is able to match our clients’ occupation and medical needs to the best available policy.

It stands to reason that a medical professional has different risks to a farmer, and a small business owner in the retail industry has different risks to one in manufacturing. Different life insurance companies will offer better policies than others – our job is to match the specific risks of your occupation and industry to the insurer who can give you the best coverage.

Unfortunately, by the time most people are over the age of 30, many have suffered some sort of medical issue. We take into account all of your medical issues and carefully match you to the insurer best suited to provide coverage for you. We will also carefully explain loadings and exclusions so that you can make an informed decision about your insurance.
 
Click here to find out how you can protect you and your family.

 your success. your life – it matters at Ulton!

 

 

Ulton Wealth Managers can provide financial services as Sub Authorised Representatives of  Ulton Wealth Management Pty Ltd (ABN 73 168 815 450) Corporate Authorised Representative 460875 of  Ulton Wealth Services Pty Ltd (ABN 86 614 308 628) AFSL 497721.
General Advice Disclaimer: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Ulton Wealth Services adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Ulton Wealth Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
 
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