PROTECTING WHAT'S IMPORTANT TO YOU

Protecting Wealth

ULTON’S TRUSTED WEALTH MANAGEMENT TEAM CAN HELP IF YOU:

Want to understand the different options available to you for protecting your wealth.
Want to ensure your wealth and lifestyle are protected in the event of a catastrophe.

Want to understand the different options available to you for protecting your wealth.
Want to ensure your wealth and lifestyle are protected in the event of a catastrophe.

PROTECTING YOUR FUTURE

Full spectrum of wealth services uniquely tailored to your individual situation.

As you work hard to build up your wealth, you'll want to protect it. But unfortunately, that’s not always easy. We want to ensure that your wealth strategy and future lifestyle goals are not impacted if you were to suffer an unexpected medical or life event.

Ulton’s trusted Wealth Management team can help - we provide carefully considered advice on the most appropriate ways to protect you, your family, your business and your estate over your lifetime.

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How We Can Help

Asset protection and personal insurance review

Being correctly insured gives you peace of mind that your family are protected in the event of a catastrophe. We will conduct a full review of your policies and if required, make recommendations on income protection, trauma, life and total and permanent disability insurance. Whatever happens, you and your family will be protected against the uncertainties of life.

Business insurance review

Business expense insurance covers up to 100% of your fixed recurring business expenses like rent, utilities and non-income producing staff wages, if the insured cannot work because of sickness or injury.

Estate protection

Estate Planning is more than just having a Will, particularly where you may control a Business, Company, Family Trust or Self-Managed Super Fund. It is about protecting your wealth and your family.

Protecting your business estate

When we investigate our clients' business estate planning, we often find that while a Will has been done, there has been limited discussion and planning for important considerations, such as an exit strategy (or succession plan), a Corporate Will or a continuity of the business plan, that takes into account any risk management issues that may have not been addressed.

Learn more

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 (not product-based) advice, transparent fees and improved choices. We are also an accredited risk advisor, which means Ulton’s advisors are able to match our client’s occupation and medical needs to the best available policies.

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

Kylie Wright

WEALTH MANAGEMENT PARTNER - SUB ARN: 245052

07 4154 0427

Connect with Kylie

Jes Wilkinson

WEALTH MANAGER - SUB ARN: 378670

(07) 4154 0424

Connect with Jes

WHAT CLIENTS HAVE TO SAY

"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."

Arnold and Linda 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.”

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.”

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PROTECTING YOUR FINANCIAL FUTURE

Protect your family, financially, now and into the future.

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