Ulton Fraser Coast

Ulton was founded in 1926 in Bundaberg by Bill Schoch, and the firm became known as Ulton in 2000. The firm has more than 90 accountants, advisors, and financial specialists. The Hervey Bay office is led by Bernard Whebell (Audit Partner) and Natalie Macdonald (Business Services Partner). Ulton provides accounting, business advisory, and wealth management services.

It serves the Fraser Coast and Wide Bay communities and has a Queensland-wide network. Ulton offers audit services for businesses, not-for-profits, and SMSFs. It provides forensic accounting support including litigation support and independent valuations. It offers self-managed super fund (SMSF) setup and management.

Ulton Fraser Coast in Hervey Bay is described by clients as a practice that has provided financial safety as they move into retirement. One account notes a long association that began with business matters and continued into retirement, with the firm found friendly, professional and approachable throughout. The advice is repeatedly characterised as understandable and credible regarding financial situations.

Named team members Jess and Kylie are thanked for helping to manage finances so that retirement can be enjoyed without stress. The practice operates as a financial planner and financial consultant alongside chartered accounting, bookkeeping and business management consulting, and clients note this breadth is reflected in how thoroughly their affairs are handled, from business interests through to retirement planning.