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?

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.