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Are you after higher Term Deposit rates than your normal bank is providing?

We can offer you access to a Term Deposit Broking service that gives you:

  • Access to term deposit rates from more than 20 Australian financial institutions all in one place
  • Choice of best interest rates from at call to 5 years
  • Easy switching at maturity to avoid having funds automatically reinvested at lower non-competitive rates with the same institution
  • Choice of cash management accounts paying attractive interest rates with no bank fees
  • Safety and security with funds always securely invested in your name
  • Coverage for all institutions by the Government Guarantee Scheme
  • End of Financial Year summary report

Best of all, there is only ever one application form! We can take the hassle out of dealing with Term Deposit providers, meaning you can spend time focusing on other things.

Contact us now to find out how you can benefit from accessing the Term Deposit broking service.

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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