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Ulton Gladstone

Ulton Gladstone

3.7(3 reviews)See reviews ↓·Gladstone

About the company

Ulton was founded in 1926 by Bill Schoch, and its story began in Bundaberg. The firm has been providing financial services for 100 years. The name Ulton was adopted in 2000, inspired by the concepts of ultimate and onward. Ulton has a team of more than 90 accountants, advisors, and financial specialists.

It specialises in agribusiness, manufacturing, mining and resources, not-for-profit, property and construction, retail, and professional services. Trish Ilicic is the Business Services Partner at the Gladstone office. Ulton offers accounting, business advisory, and wealth management services.

What customers say

Based on genuine customer reviews

Ulton Gladstone is an accounting and financial consulting practice in Gladstone Central, where reviewers highlight the personal attention provided by named staff. Customers writing about their orders describe long-standing relationships with Jes, noting her patience in understanding a conservative approach to investment and the reassurance that comes from knowing financial needs are managed carefully. Trish also receives warm praise for being pleasant to deal with and for delivering service that met expectations.

The practice covers accounting, taxation, superannuation consulting and financial auditing, and reviewers value the confidence that comes from having their affairs overseen by people who take the time to understand their circumstances. Feedback does flag that fees for tax services felt steep for some, and one account describes tax outcomes that did not match prior experience, so the cost of engagement is among the recurring points raised. On balance, the reviews centre on attentive, knowledgeable staff and the peace of mind that follows from having financial and tax matters handled by a chartered accounting firm, with the strength of individual relationships standing out as the main reason customers return over many years.

AccountantBusiness management consultantBusiness to business serviceChartered accountantFinancial auditFinancial consultant

Reviews

Reviews are taken from publicly available sources.

RN
Robert Naughton26 October 2024

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.

SO
Seamus O'Connor11 August 2020

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

MC
Mad Cow20 May 2020

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!

Financial advisers & planners in Gladstone compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Gladstone are compared.

RankProviderRatingReviewsOpen Sat.
1Morgans Financial Limited - Gladstone★ 4,714No
2Triumph Financial Planning★ 5,01No
3Godfrey Pembroke Financial Advice Specialists★ 5,01No
4Personal Wealth Solutions★ 4,33No
5Ulton Gladstone (this page)★ 3,73No
Contact
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–17:00
SaturdayClosed
SundayClosed