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

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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
    Jes Wilkinson

    Jes Wilkinson

    Ulton Wealth Manager

    Specialist areas

    Estate planning, retirement planning and Wealth Building
    Contact Jes

    Formal 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. 
    View profile

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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