Hard work deserves
a wealthy retirement
Planning for longevity, lifestyle, and legacy.
Retirement doesn’t exist in a silo. The decisions you make about your retirement flow will naturally affect other areas of your financial life, just as those other areas will influence what your retirement looks like and how you get there.
As comprehensive wealth advisors, we understand how interconnected these elements are. That’s why our approach begins with understanding your complete financial position, not just what’s in your super or the immediate goals on your horizon.
From there, we work with you to build a retirement plan that reflects what matters to you, while aligning with the other areas of your financial life: your family and business goals, financial structures, and lifestyle.
Comprehensive guidance
with deep SMSF expertise
Business owners, farming families, and professionals often have layered structures that involve trusts, companies, and major assets. In these situations, specialist SMSF expertise is particularly valuable.
Our advisors work extensively with clients to provide personalised guidance on SMSF and other structures, so your financial systems work in sync to serve your goals.
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Jes WilkinsonWealth Manager(07) 4154 0424View profile
Jes Wilkinson
Ulton Wealth ManagerSpecialist areas
Estate planning, retirement planning and Wealth BuildingFormal qualifications
- Master of Financial Planning (completed 2019)
- SMSF Specialist Advisor™
- Certificate of Self-Managed Superannuation Funds
- Certificate of ASX Securities
- Certificate IV in Financial Services (Finance/Mortgage Broking)
- Diploma of Business
Memberships
- Specialist, SMSF Professional Association of Australia Ltd
- Practitioner, Financial Advice Association Australia (FAAA)
Bio
A critical thinker, Jes’s advisory style is comprehensive. She invests in understanding her clients’ complete position, not just one slice of it. The philosophy behind this approach is simple—equipped with an all-angles view of her clients’ world, she can deliver advice that truly serves their big-picture goals. Goals like: maximising their retirement years, passing their business onto the next generation, or providing for the generations to follow.
One of Jes's key areas of focus is working with clients who have intricate financial situations, particularly business owners, farmers, and professionals who require personalised, ongoing support. She takes pride in simplifying complexity, especially in cases involving trusts, companies, and SMSF scenarios. Jes’s keen interest in SMSFs has made her an invaluable resource for clients embarking on out-of-the-box transactions or seeking in-depth reviews of existing structures.
Her comprehensive way of working brings a closeness to her client relationships—relationships that grow to encompass a lot more than just finances. She is a trusted partner for the entire journey, by her clients’ sides to weather every storm and celebrate every milestone. In her words, she shares life with her clients.
“I’m a very empathetic and emotional person, so having a close personal relationship with clients is very rewarding.”
Born and raised on hobby farms in Echuca and Cawarral, Jes’s rural upbringing instilled in her a strong work ethic and sense of resilience. Inspired by her mother’s determination in the face of adversity, Jes learned the importance of hard work and commitment early on—qualities that have been recognised throughout her career, including being named Rookie of the Year in 2014 and graduating as Dux of her Master of Financial Planning cohort in 2020.
SARN 378670
Sub Authorised Representatives of Ulton Wealth Management Pty Ltd which is a Corporate Authorised Representative No. 460875 of Ulton Wealth Services Pty Ltd.
