Protect what you’ve
worked hard to achieve.

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Creating wealth takes time, focus, and discipline. Protecting it requires the same. From estate and capacity planning, to risk mitigation and insurance advisory, we help you create ideal conditions for long-lasting wealth.
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Building resilience
into your financial plan

Our advisors work with you to understand and help you manage your personal and business risks so that the unforeseen or unexpected does not compromise our broader wealth plan.

By addressing potential risks early and thoughtfully, we help you create a framework to preserve and maintain the things you’ve worked hard for.

Download our capability statement

How we help

Insurance advice and claims

Our advisors can help structure and recommend coverage that aligns with your lifestyle, obligations, and long-term goals. In times of need, we’re also able to support you with assistance in managing claims.

Capacity planning

Planning for loss of capacity isn’t easy, but it is important. We help you put clear arrangements in place so that if decisions need to be made on your behalf, they’re made by the right people, the way you intended.

Succession planning

We work with you to plan and coordinate succession arrangements so wealth and financial responsibility transitions smoothly. Our role is to reduce the uncertainty and help shape a roadmap that honours your wishes.

Estate planning

We take great care in helping you build a plan for how your wealth will be passed on. Where appropriate, we work alongside your other advisors to shape a plan that protects your wealth, respects your intentions, and provides your loved ones with a clear path forward.

Meet your wealth management team.

What our clients say
about working with us

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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." 
A & L Heidrich
Bargara Q 4670
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.”
J.S.
A very happy client
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.”
P Grant
Kylie and the team at Ulton Wealth are proactive, easy to work with and well across the numbers. Kylie is a wealth of knowledge and is across every detail, from the month to month position and the overall wealth planning strategies and outcomes."
R Findlay

Your questions,
answered.

What estate planning documents are essential?

Essential documents include Wills, testamentary trusts, Enduring Powers of Attorney, and Advance Health Directives. We guide you through structuring these to suit your family, assets, and business interests, helping to protect wealth and provide certainty for future generations.

Can you help with complex family or business structures?

Yes. We specialise in supporting business owners, farming families, and professionals with intricate financial and family arrangements. Our holistic approach considers every part of your financial journey, ensuring strategies are aligned across investments, insurance, succession, and estate planning.

How often should protection strategies be reviewed?

Protection strategies should be reviewed at least annually, or sooner if you experience major life or business changes. We provide ongoing monitoring and proactive advice to keep your coverage effective, relevant, and aligned with your evolving objectives.

Don’t wait until
it’s too late

Learn more about how our wealth advisors can help you protect your empire. Speak with our advisors today.