START YOUR WEALTH BUILDING JOURNEY

Building Wealth

Ulton’s expert Wealth Management team can help if you:
  • Want your finances better organised.
  • Want to build your wealth.
  • Want to take control of your surplus income to get ahead, and help you achieve your future lifestyle and financial goals.
  • Want to set financial and lifestyle goals and achieve them.
  • Want a better understanding of your tax position and how you can minimise tax.
  • Want to take control of your budget and generate surplus income.

THE BUILDING BLOCKS TO FINANCIAL SUCCESS

Wealth building services uniquely tailored to your individual wealth and lifestyle goals.

Our trusted advisors will empower you to make positive financial decisions so you can achieve your wealth building and lifestyle goals.

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How We Can Help

Review your budget

The key to building wealth is taking control of your surplus income. We can review your budget, and keep you accountable to achieve your financial goals. This can give you the freedom to live the life you want to live.

Develop strategies to help you achieve your goals

Everyone has different needs and goals. We will help you to set goals, and develop strategies that will help you achieve them.

Review your investment assets

Are you holding your wealth in the correct structure? We will review this for you, and make sure that your investment vehicle is working for you.

Understand your tolerance to risk

We will work with you to determine your risk tolerance and ensure that you understand what this means. We will then make sure that your investments are invested in a manner that fit your objectives, goals and risk tolerance.

Manage your debt levels

We can review your levels of repayments, and ensure that you structure your repayments to make your money work hard for you.

Licensed, fee for service wealth management firm

Ulton Wealth Services Pty Ltd is a self licensed wealth management firm, providing clients with strategic solution-based advice with transparent fees.

Want To Learn More?

Reach out to Ulton’s specialist Wealth Management team today!

Kylie Wright

WEALTH MANAGEMENT PARTNER - SUB ARN: 245052

07 4154 0427

Jes Wilkinson

WEALTH MANAGER - SUB ARN: 378670

(07) 4154 0424

WHAT CLIENTS HAVE TO SAY

“When my husband and I decided to sell our successful business in 2004 and retire, we quickly realised that we didn’t possess the necessary financial skills to invest those newly acquired funds. To ensure our future financial freedom, based on worry-free investment strategies, we decided to entrust our financial planning and accounting needs to Ulton – who was recommended to us. Sadly, my husband passed away in 2011, which made me even more reliant on Ulton, seeking guidance and advice from Kylie Wright with her financial planning prowess, and Sharon Barrera with her accounting knowledge. I've found both Kylie and Sharon professional and courteous at all times and have no hesitation in recommending Ulton and Ulton Wealth Management. Based on my experience and dealings with Ulton over the last sixteen years, it is my considered opinion that their integrity is unquestioned and admit to being continually impressed at how promptly they respond to any queries that I have had from time-to-time.”

June Sheppard

“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.”

Peter Grant

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A Comprehensive Guide to Estate Planning

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