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Would you like more care taken with your investments and that they were reviewed on a more regular basis, rather than set and forget?

Urquhart Sexton Financial Planning as an approved manager through the Praemium Separately Managed Account (SMA) service, manages and offers three investment portfolios; Conservative, Balanced and Growth. The three portfolios are available to investors through the ordinary, super and allocated pension tax environment.

The three Praemium portfolios are designed for portfolio balances with a minimum balance of $20,000. The key benefit of investing in these portfolios is key strategic Asset Allocation and Investment decisions are achieved quickly and that underlying investments are reviewed on a frequent basis leading to a better management of risk and return.

For you, this means that you can have peace of mind over your investment and have time to focus on other things.


Self Managed Super Funds

Urquhart Sexton Financial Planning also manages and offers three investment portfolios; Conservative, Balanced and Growth.

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Separately Managed Accounts

Would you like more care taken with your investments and that they were reviewed on a more regular basis, rather than set and forget?

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Superannuation and Pensions

We can help assist you with your Superannuation Requirements with comprehensive advice to suit your lifestyle and goals.

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Term Deposits

With access to over 20 Australian Financial Institutions, all in the one place, we can recommend and securely place your Term Deposits at competitive rates.

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Weekly Portfolio Management

Investment Portfolios, within and outside superannuation, can be reviewed on a weekly basis and adapted to changing market conditions, and implemented on your behalf.

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Share Trading

We can help you buy and sell shares on both the ASX and NSXA beginning with a phone call and a simple one page application.

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