About Me

Kylie Wright is the Wealth Management Partner at Ulton, with nearly 30 years of experience in financial services. A certified Financial Planner® and specialist in SMSFs, estate planning, and capacity planning, Kylie is known for her holistic approach to financial planning.

Led by her guiding philosophy—hard work deserves success—Kylie’s driving force is her desire to make sure her clients see tangible rewards for their efforts and sacrifices. This overarching vision influences the way she approaches financial planning. Taking a holistic approach, she deep dives into all aspects of her clients’ financial and family structures to understand their complete position. Kylie believes that by being empowered with the whole view of her clients’ situations, she is able to provide advice that is truly tailored, aligned, and designed to maximise legislative opportunities.

A specialist member of the SMSF Association of Australia, Kylie has deep technical expertise in the area of SMSFs. Her expertise also extends to estate planning and capacity planning, where her focus is on protecting her clients' legacies and ensuring their wishes are respected, even in difficult circumstances. By combining her technical expertise with a deep understanding of what success means through the eyes of each individual, Kylie helps her clients manage life’s complexities with confidence and clarity.

Known for her ability to navigate complicated financial structures and family dynamics, Kylie finds the hands-on nature of her role incredibly rewarding. As the trusted advisor in her clients’ lives, being in the room to have the hard conversations and work through big life events is an honour she doesn’t take lightly. Her ultimate goal is to empower her clients to make confident, informed decisions that secure their financial futures and give them the freedom to live life on their own terms.