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Ulton - Gladstone

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4.2(5 reviews)
Accountant·AU
CallBook / WebsiteDirections
4.2

5 reviews

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Glen & coral Johnson
cloutly
★★★★★

We have been relying on Ulton for many years. Our connection with Kyle and then Jes has always been very positive. We have confidence in their advice at all times. Highly recommended.

Response from Ulton - Gladstone

Thank you, Glen and Coral, for your outstanding 5-star review. We are delighted to hear about your long-term relationship with Ulton and your consistently positive experiences with Kyle and Jes. It's wonderful to know that you have such confidence in their advice. Your recommendation means a great deal to us, and we'll be sure to pass on your kind words to the team. We look forward to continuing to provide you with exceptional service and support as you move forward. Your feedback is truly appreciated, and we are grateful for your trust in us over the years. Warm Regards, The Ulton Wealth Management Team.

Peter and sandy Dunne
cloutly
★★★★★

Friendly concise and informative

Response from Ulton - Gladstone

Thank you, Peter and Sandy Dunne, for your 5-star review. We are delighted to hear that you found our service friendly, concise, and informative. The Ulton team is dedicated to providing you with the best support to achieve your goals. Your feedback is invaluable, and we will share your kind words with everyone involved. We look forward to continuing our partnership and assisting you every step of the way.

Robert Naughton
google
★★★★★

We have dealt with Jes for many years and shall continue to do so as she has taken the time to understand the level of risk that I’m prepared to take when it comes to investment (I am quite conservative) and with her assistance I am confident that our financial needs are being well looked after which allows me to look to the future with peace of mind whereas, without her help, I would be constantly worrying whether or not I had enough funds available to live comfortably on throughout my retirement.

Seamus O'Connor
google
★★★★★

Trish is excellent to deal with, really happy with the service so far!

Response from Ulton - Gladstone

Thank you for your 5-star review, we really appreciate you taking the time to write your review. The team at Ulton Gladstone look forward to working with you to help you achieve your life and financial goals. We will pass on your appreciation to Trish.

Mad Cow
google
★☆☆☆☆

Obscenely expensive fees and the two years I used their tax services I had to pay tax bills (but had never paid one prior, or since)!! Not sure what service they are offering, but it certainly isn't trying to get their clients the best refund!