private-wealth-clients

Strategic wealth management for life and legacy.

logo-circle
Ulton Wealth is our firm’s dedicated wealth management division. Strategic and comprehensive, we support business owners, farmers, and professionals with sound financial planning across every stage of life.

Farmers

We understand the unique challenges that come with life on the land. From managing seasonal income to planning succession, we work with farming families to protect what they’ve built and implement strategies that set the next generation up for success. 

Business owners

Running a business means balancing today’s demands with tomorrow’s opportunities. We help business owners grow wealth, manage risk and plan for the future. 

Professionals

As your career grows, so do the decisions you face about building and protecting your wealth. We look at your full financial picture to help you grow your assets, manage risk, and feel confident in the years ahead. 

Areas of expertise

Group 40406
Build your wealth

As comprehensive financial planners, we look at your whole position to provide advice on growing your wealth in a way that truly serves your goals. 

Learn more
Group 40622
Protect your wealth

Put the right protections around what you’ve built. With specialised interest in navigating complex structures, our advisors provide advice on wealth structures, estate planning, succession planning, and more.

Learn more
Group 40624
Retirement and SMSF
Hard work deserves a wealthy retirement. Through retirement planning, superannuation and SMSF expertise, we’re here to help you set out a practical plan to get there. 
Learn more
Group 40623
Wealth Concierge

A centralised service to organise your financial life. We handle the paperwork, deadlines and coordinate with the other professionals in your life, giving you back time and headspace.

Learn more

Meet our wealth
management advisors

Advisors Kylie Wright and Jes Wilkinson lead Ulton Wealth with a simple belief: managing money is really about supporting people, families, and futures. With decades of experience, they listen closely, cut through the complexity, and provide their clients with the clarity and confidence to pursue their ambitions.

leading minds behind ulton wealth
  • Kylie Wright
    Wealth Management Partner
    (07) 4154 0427
    View profile
  • Jes Wilkinson
    Wealth Manager
    (07) 4154 0424

What our clients say
about working with us

View all
I highly recommend Ulton Wealth Management, because they have helped me. They've made my life worry-free. Their integrity is unquestionable, and their service is trustworthy, helpful, and friendly.
J.S., a very happy client
Throughout our partnership with Kylie Wright and the Ulton Wealth Management team, we've experienced exceptional professionalism, knowledge, and commitment to a fair 'Fee for Service' approach. They provide comprehensive services, from investments to estate planning, and recently assisted us in streamlining our portfolio due to my health.
P Grant
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
The thing I most enjoy about working with Ulton is my interaction with Kylie. She is astute and truly understands my portfolio. Kylie listens to my needs and communicates effectively, ensuring I always have a clear understanding of my financial matters. I am incredibly grateful to the team for 'helping me keep my head above water.'

I have no hesitation in recommending Ulton Wealth to anyone seeking top-notch wealth management services
R Sargent

Start the conversation with us today

Get in touch