Building Wealth

“Whilst working with Kylie Wright and the Ulton Wealth Management team, we have found them professional, knowledgeable, experienced and adept at providing reassuring financial guidance and advice. Our in-depth and thorough discussions with Kylie has helped us determine our needs and aspirations, giving us focus on our financial future. Subsequent implementation and assistance with Centrelink matters have helped us immensely. Unlike our previous provider, who charged a flat rate of commission on the balance of funds under management, Ulton has a 'Fee for Service' arrangement, which is much fairer.
Ulton is a 'one-stop shop' for investment, superannuation, accounting, taxation, estate planning, and deceased estate management guidance. Until recently, I looked after our share market direct investments, but with a change in my health, my investment funds were consolidated, resulting in easier investment reporting.”

"In our 30-year association with Ulton, over the years we have become familiar with Jes Wilkinson who has been handling our affairs for the last 5 years. We have found Jes to be very pleasant, approachable, and extremely helpful in all our dealings with her. Jes’ abilities in financial management are extremely advanced for her years. Jes’ abilities are also very highly regarded due to her high education status. Jes is a very friendly outgoing person, who we highly recommend."