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Ulton - Bundaberg

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4.7(15 reviews)
Accountant·AU
4.7

15 reviews

5
14
4
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3
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Brent & Jan Keune
cloutly
★★★★★

Hi guys We have been with you for over 30 years and always appreciate what you do for us in the tax world,which at times is quite complex. Ulton always has a family feel and we always feel welcome and like family.😊😊 Brent & Jan

Response from Ulton - Bundaberg

“Thank you so much, Brent and Jan, for your wonderful review and for placing your trust in Ulton for more than 30 years. Your loyalty and support mean a great deal to our team. We're delighted to hear you've always felt welcome and part of the Ulton community. Building lasting relationships with our clients is something we're incredibly proud of, and it's wonderful to know that's been your experience. Thank you for trusting us to support you over the years with your tax and wealth management needs. It's a privilege to be part of your financial journey, and we look forward to continuing to support you for many years to come.”

Barry Ryan
google
★★★★★

We've been with Ulton for over Ten years now, they helped get all our wealth management in order, family planning and making sure not only us but our kids are best prepared for years to come. Very professional, great communication and well worth the piece of mind knowing we've done everything we can.

Response from Ulton - Bundaberg

Thank you so much for 5 Stars and Google review Barry. It’s wonderful to hear that our support over the years has helped you and your family feel secure about the future. Knowing we’ve made a positive impact on your wealth management is incredibly rewarding for us. We truly value the trust you place in us and we look forward to continuing to support you and the family in the years to come. Kindest Regards, The Wealth Management Team.

BusyDays
google
☆☆☆☆

Overcharged and breached my privacy

Response from Ulton - Bundaberg

Thank you for sharing your feedback. At Ulton, we take concerns relating to privacy and the protection of personal information extremely seriously. As a professional services firm, maintaining the confidentiality and security of information entrusted to us is fundamental to the way we operate. We have comprehensive processes and safeguards in place to protect client information and to respond appropriately to any privacy concerns. We would appreciate the opportunity to understand your concerns in more detail and investigate this matter further. As we have been unable to identify the circumstances referred to in your review, we encourage you to contact our Privacy Officer directly so we can look into this with you. Please contact our Privacy Officer at [email protected]. Kind regards, The Ulton team

Brett Doss
google
★★★★★

The wealth management team were incredibly compassionate and caring in a very difficult time for me as I handled the estate of my wife. Jes made every decision easier and the Ulton team were clear and concise when it came to every aspect of explaining options and what needed to be done to finalise my wife's estate. I would have no hesitation in recommending Jes, the wealth management team and Ulton in general for anything related to your financial affairs. This team of amazing professionals truly do set the benchmark when it comes to their clients. The level of respect and detail was something I have never experienced before. Thank you Ulton for making the most difficult time of my life that much easier to navigate. Brett D.

Response from Ulton - Bundaberg

Thank you so much, Brett, for your heartfelt 5-star review. We're deeply touched by your kind words and grateful to have offered some support during such a challenging time. It's wonderful to hear that Jes and the team made things easier to navigate and clearer for you. Your recommendation means the world to us. Kindest Regards, the Wealth Management Team.

Lyn Hill
google
★★★★★

I’ve been a client of Ulton for over 20 years, and the service has been absolutely exceptional. The team is professional, knowledgeable and genuinely caring. They are thorough, reliable and always take the time to explain things clearly. Their accounting and financial advice have guided me through many stages of life, and I’ve always felt supported and confident in their expertise. I couldn’t be happier with the service they provide — highly recommended!

Response from Ulton - Bundaberg

Thank you so much Lyn, for your glowing 5-star review on Google! We're delighted to have had you as a valued client for over 20 years. It's wonderful to hear that our professional and caring team has provided exceptional service and guidance throughout the different stages of your life. Your kind words about our thoroughness and reliability mean a lot to us, and we're thrilled to know you feel confident in our advice. We look forward to continuing to support you on your financial journey. Your recommendation is greatly appreciated! Warm Regards, The Ulton & Wealth Management Team.

Demi McHugh
cloutly
★★★★★

Ulton has been outstanding in their support for our business. What impressed me most is their ability to simplify complex financial matters and provide clear, actionable advice. They’re proactive, professional, and invested in helping our business succeed.