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Experience the Ulton DifferenceHere’s the top 10 reasons you should choose Ulton as your business partner: 4. Service Excellence - YOU come first 9. Access - Who You Want, When You Want Them Choosing the wrong chartered accountant, business advisor or financial planner, or one who doesn't understand you or your business, can have devastating consequences. Ulton understands you and what you do, and we tailor our advice and professional expertise to help you achieve your goals. We Offer the Widest Range of Services Ulton provides Business Services (including taxation planning), Assurance and Business Advisory (including business development, corporate services, audit services, financial information systems and business forecasting) and Financial Planning (including a wide range of future wealth products and services, finance and superannuation services). Our Business Advisory & Compliance team assembles the nation's leading desktop management professionals, with a wealth of experience and knowledge in the design, development and implementation of engineered financial management systems that can reliably forecast and map your future business. Ulton partners some of the nation's leading accounting and business advisory professionals, with senior managers who've built a lifetime of expertise in the areas of business development, revenue law, forward planning and risk management. We will work with you to understand your business, and help you achieve your goals. Our unique Client Commitment assures you of the very best service from the very best people in the business. We make an open, honest and upfront commitment to deliver exceptional client service, and to provide valuable and innovative solutions that will empower your decision making. We also recognise that every client has individual requirements, and so every client is unique. We tailor our services and advice to exceed your expectations from your chartered accountant, business advisor and financial planner. It's our consideration of how you do business and the flexibility in our service delivery style that makes us the perfect partner for you and your business. Because Ulton Financial Planning is not a branch or agency of a specific financial product, we don't exclusively recommend one single financial product or service on your behalf. With Ulton, there are no hidden commission fees, and you can be assured that our fees represent the development of a strategic, tailored forward financial plan for you, your family and your lifestyle. Ulton has been an important part of your community since 1926, and now with thousands of satisfied clients throughout Australia. Our eighty years of service is your guarantee of quality positive results. In addition, our team live, work and invest in the regional communities of Bundaberg, Maryborough, Hervey Bay and Gladstone, and we support a wide variety of community, charitable, social, sporting and cultural activities. We're local people, assembling the financial industry's leading advisors and consultants to work for your business. Involvement Flexibility - You Choose Ulton can be as involved in your operations as you choose. Our Business Services Team works closely with a number of clients, assisting with regular financial reporting and transactional processing functions, though we can also assist at a higher, and more irregular, level. You choose our involvement in your operations, giving you flexibility and control of our relationship. At Ulton, you will not receive an unexpected bill as we will agree, in advance a schedule for billing. We will prepare your accounts promptly, in accordance with an agreed timetable, provided you have supplied us with all the information we require in the agreed timeframe. Who You Want, When You Want Them We do not screen clients' calls - you will either have the direct telephone number of the partner or manager you require, or you will be put through to the person you are calling as quickly as possible. We will respond to your emails and your telephone calls promptly and we will never keep you waiting unnecessarily. At Ulton, your involvement as a valued client doesn't end after your visit to our office. We welcome the opportunity for you to join us outside the office, and enjoy our friendly team spirit. Ulton invite clients to a number of seminars, industry, social and community networking functions through the year. We are pro-active in hosting networking events so that other clients and contacts can refer work to you, and you can meet and mingle with the partners and team members of the Ulton Group. Ulton, ABN 14 396 442 049 |
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