For Kylie Wright, true wealth is measured not just in dollars, but in the freedom and choice it creates. With more than 30 years in financial services, Kylie brings both technical expertise and lived experience to her role as Wealth Management Partner at Ulton. Her personal journey—from growing up on cattle and dairy farms in North Queensland to becoming a single mother in the US—shaped her belief that financial security is the foundation for choice, stability, and peace of mind.
Kylie’s guiding philosophy is simple: hard work deserves success. She is dedicated to helping clients see the tangible rewards of their efforts by building strategies that protect their families, preserve their legacies, and create financial freedom for the future. Taking a holistic approach, she considers every element of her clients’ financial world, from business structures and tax planning through to SMSFs, estate planning, and intergenerational wealth transfer.
As a Certified Financial Planner® and SMSF Specialist Advisor™, Kylie has deep technical knowledge in complex structures, but what sets her apart is the way she partners with her clients. She is often called on to guide families through major transitions and challenging conversations, providing not only expertise but also empathy and reassurance.
Over her decades at Ulton, Kylie has built a reputation as a trusted advisor who empowers clients to make confident, informed decisions. Her ultimate goal is to ensure that the financial strategies she designs give her clients the freedom to live life on their own terms.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt Ulton Wealth, we operate on a fee-for-service basis. That means we are paid directly by you, not through investment product commissions. Before any advice is prepared, we’ll talk with you about the scope of work, the costs involved, and agree on fees together.
Our fees cover the initial advice process, which includes understanding your goals, developing tailored strategies, and implementing recommendations. This starts from $5,500 (including GST). After the initial advice process, we have an ongoing service agreement, where fees are reviewed each year and start from $5,808 per annum. This ongoing service ensures your strategy remains on track and is adjusted as your circumstances change. All fees will be quoted after the first meeting when we understand the scope of advice and services
We are also able to provide risk insurance advice, which can be paid either via fee-for-service or commission, depending on your preference.
At a glance
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Adviser status
Gold
- First year providing advice 1999
- Years of experience 26
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Ulton Wealth Management Pty Ltd
62 Woondooma StreetBundaberg, QLD 4670 Level 3, 89 McLachlan St
Fortitude Valley, QLD 4006

Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ulton Wealth Services Pty Ltd
AFSL 497721