Grow your wealth.
Grow your future.

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Building wealth means creating freedom and security for the life you want. At Ulton, we help you shape a wealth creation strategy that fits your unique circumstances, giving you the structure and support to reach your goals.
build your wealth

Holistic guidance
for sustainable growth

For decades, our wealth advisors, Kylie Wright and Jes Wilkinson, have provided business owners, farming families, and professionals with guidance they need to grow their wealth sustainably.

The outcomes they achieve for clients—all of whom are managing complex financial structures—has a lot to do with the way they work. Taking a holistic approach to wealth creation, Kylie and Jes go beyond investment advice to understand how your business, family, and personal goals intersect. With a clear view of the complete picture, they provide advice that serves your entire financial position and not just part of it.

Download our capability statement

How we help

Investment strategies

We tailor investment portfolios to align with your objectives, risk appetite, and time horizon. Our approach focuses on helping you stay confident in your investment position throughout shifting market conditions. 

Cashflow and budgeting

Equipped with a comprehensive understanding of your income and outgoings, we help you manage cashflow to keep your wealth growing.

SMSFs and superannuation

 As SMSF Specialist Advisors™, Kylie and Jes offer expert guidance across all areas of SMSF and superannuation.

Gearing and debt management

We shape strategies for using debt effectively while protecting your financial position, including repayment plans, consolidation, and investment gearing where appropriate. 

Off-farm and diversification planning

To support your long-term financial security, we help you explore income-generating opportunities and investments beyond your core business. 

Strategic financial planning

We guide your long-term decisions: setting goals, monitoring progress, and adjusting strategies as your life, business, and the market evolves. 

What our clients say
about working with us

See more
I’ve been a client of Ulton for over 20 years, and the service has been absolutely exceptional. The team is professional, knowledgeable and genuinely caring. They are thorough, reliable and always take the time to explain things clearly. Their accounting and financial advice have guided me through many stages of life, and I’ve always felt supported and confident in their expertise.

I couldn’t be happier with the service they provide — highly recommended!"
L Hill
We've been with Ulton for 30 years, and for the past 5 years, Jes Wilkinson has been our go-to person. Jes is pleasant, approachable, and exceptionally helpful. Her advanced financial expertise and high education status are highly regarded. We highly recommend Jes."
A & L Heidrich
We have been relying on Ulton for many years. Our connection with Kylie and Jes has always been very positive. We have confidence in their advice at all times. Highly recommended."
G & C Johnson
My wife and I have been using Ulton Bundaberg for both financial advice and accounting services for many years.

Kylie and her team have been able to explain the very complex world of financial investing in terms that are understandable. Their guidance, advice and predictions have been "spot on" and we look forward to working with them for many years to come."
T Harvey

Meet your wealth management team.

  • Kylie Wright
    Wealth Management Partner
    (07) 4154 0427
    View profile
  • Jes Wilkinson
    Wealth Manager
    (07) 4154 0424

Your questions,
answered.

What makes Ulton Wealth different from other wealth advisors?

At Ulton Wealth, we take a holistic approach that goes beyond investments—creating strategies that consider your wealth, your business or farming assets, your family, and your life goals.

With more than 25 years’ experience working with business owners, farming families, and professionals with complex structures, our advisors offer guidance few others are equipped to deliver. Our advice is always client-focused and supported by institutional expertise.

Many of our relationships span decades and generations, reflecting our long-term commitment to helping clients protect, grow, and eventually pass on their wealth. Whether you’re seeking support to make better decisions today or planning for the years ahead, we provide tailored strategies to give you clarity and confidence in your financial future.

How do you tailor strategies for high-net-worth clients?

We take the time to understand your full financial picture: your business, assets, family structures, and life goals. By considering both your personal and professional circumstances, we design strategies that cover wealth creation, succession, superannuation, investments, and risk management. The result is a practical, actionable plan aligned with your long-term objectives. 

Can you help if I am unsure about off-farm or off-business investments?

Yes. We work closely with clients to build off-farm and off-business assets that complement their existing business. This includes cash flow planning, SMSFs, superannuation, and tailored investment strategies. 

What does working together look like?

Rather than one-off advice or a set-and-forget plan, we work with our clients in an ongoing partnership. This allows us to forge a deep understanding of your circumstances and stay close as they evolve over time.

As your business, family, and goals evolve; and as legislation, markets, and economic conditions shift, we review, refine, and adjust your plan. By taking a partnership approach with continue

This means that as internal factors, such as changes within your business, family, or goals; and external factors, such as legislation and market conditions, change, your financial plan will keep pace. Ultimately, this continuity is how we achieve stronger outcomes for our clients.

Who are your wealth-building services most suited to?
Our services are ideal for business owners, farming families, and professionals with complex financial structures. Clients who value clear advice and a proactive approach typically find the most value from our partnership. 

Ready to grow
your wealth?

Connect with our advisors to build a plan that serves your goals. 

Associations and memberships

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