Blog - Wealth Management Testimonials

Financial Planning Testimonial - LTI & VJI, Kingaroy Feb 6, 2012

"It is an honour to supply a Testimonial to the successful association of our family with the Ulton Group in the Accountancy & Financial Planning Services that they provide. We have used Ulton for our tax returns since our previous accountant transferred his clientele to Ulton around 2001. Our requirement for help with our Family Trust, Superannuation, Sales of Property, etc was accommodated by Ulton.

LTI & VJI, Kingaroy

Financial Planning Testimonial - JCS & JMS, Maryborough Feb 6, 2012

"Following the sale of our business four years ago, we were eager to secure long term financial stability in our retirement years. Having used Ulton Group as our accountants we chose their financial planning services to plan an investment strategy that would allow us to enjoy the lifestyle we had planned.
Over the past four years we have found Kylie Wright to be very professional in her approach, and well informed on changes in the financial markets. Kylie has given us sound and timely advice to ensure that we maximise the return on our investments.

JCS & JMS, Maryborough

Financial Planning Testimonial - AW & AC, Bundaberg May 30, 2011

"We have been going to Ulton Financial Planning for over 2 years now. A work colleague and close friend of ours recommended we should look into them as they had been using them for quite some time. At first I was apprehensive about going to a  financial planner as I felt we didn’t need this extra expense in our lives.  My fiancé however thought we should see what they could offer. After our first meeting with Ulton I came away thinking ‘why hadn’t anyone recommended that I obtain a financial planner earlier?’.

AW & AC, Bundaberg

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