PLANNING FOR THE FUTURE

Wealthy Retirement

Ulton’s trusted Wealth Management team can help if you:
  • Want certainty that you can afford to retire when you want to.
  • Are preparing for retirement or have already started enjoying retirement.
  • Need help fleshing out and articulating your retirement goals.
  • Want to understand what options are available to help you achieve your retirement goals.
  • Want to ensure that your Estate documents are in order.
  • Want confidence that the financial decisions you’re making will lead to a wealthy retirement.
RETIREMENT PLANNING MADE EASY

The reward for all your hard work is a wealthy retirement.

We are often asked – can we afford to retire? Everyone is different, and our wealth retirement service aims to ensure that you are on track to retire the way that you want to.

RETIRE WITH CONFIDENCE

How We Can Help

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Retirement financial health checks

Our team will conduct a full review of your retirement plans and finances to put you on track for a wealthy retirement.

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Pre-retirement review

Clients within 5 years of retirement need to start seriously considering what their retirement will look like.  We prefer to start working with you well before retirement so that the eventual transition will be as smooth and stress-free as possible.

Pension planning

Pension planning

We’ll help you set up your retirement income streams, whilst ensuring you maximise any Centrelink entitlements. 

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Estate planning

Our team has years of experience in estate planning, and will work directly with your solicitor to ensure your estate is paid to beneficiaries in the most secure and tax-effective manner possible. We’ll also make sure all Estate Documents (including Wills, Binding Death Benefit Nominations and Enduring Power of Attorney) are in place that reflect your wishes. We want to ensure the funds are paid in the right way to the right people at the right time.

Superannuation review

Superannuation review

Performing a superannuation review is an important step to ensure you structure your superannuation payments appropriately to give you the best chance of a wealthy retirement. 

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

Kylie Wright

Wealth Management Partner - Sub ARN: 245052

Phone Icon07 4154 0427

Paul Moloney

Wealth Manager - Sub ARN: 1003860

Phone Icon07 4197 6325

Jes Wilkinson

Wealth Manager - Sub ARN: 378670

Phone Icon07 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

WHAT CLIENTS HAVE TO SAY

“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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PLANNING FOR THE FUTURE

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