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    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 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.

    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.

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    How We Can Help

    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.

    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

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

    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.

    Learn more
    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.

    Learn more

    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

    “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.”

    June Sheppard

    “Working with Ulton has given us the confidence to implement new tools and other digital platforms to help us maintain our leadership in the marketplace. Having someone we can trust, to help us mange the implementation process and also assist with the change management process within our team was incredibly valuable. With better insights into the business, we can make better business decisions”.

    Anthony Joseph

    Managing Director, Alfred E Chave

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    A Comprehensive Guide to Estate Planning

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    Estate Planning Health Check

     

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    PLANNING FOR THE FUTURE

    Independent financial advice to meet your unique needs and objectives.

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