Wealthy Retirement

“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.”

“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.”