•  02 6962 3635

Urquharts Sexton

At Urquhart Sexton Financial Planning it’s All About You!

We provide Financial Planning services and strategy to help you build, manage and protect your wealth.

In addition, we provide individual taxation, investment planning and Self Managed Super Fund administration services.

Retirement Planning

It’s never too early to consider your ongoing financial security as you approach retirement. There are many ways we can help you plan ahead.

Superannuation

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

Personal & SMSF Tax Returns

We can ensure that your Returns are done quickly and expertly, with prices from just $95 for Personal Tax returns.

Self Managed Super Funds

From setting up your own SMSF, to ongoing advice and administration, we can help.

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.

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.

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.

Personal Insurance

We can assist you to apply and review Life, TPD and Trauma Insurance to protect your most important asset – You!

Income Protection & Business Expenses Insurance

Income Protection insurance helps take the financial pressure off you if you cannot work due to sickness or injury.

Centrelink Assistance

Find dealing with Centrelink confronting? We can help create a strategy to ensure you receive maximum allowable benefits in Age and Disability Pensions, as well as Youth Allowance… and help with the paperwork.

Nursing Home Strategy

Do you have a family member needing to take that next step into a Nursing Home? We can assist in all aspects from finding a Home to explaining fees … we even help with the paperwork.

Estate Planning

Do you have a plan in place for your Estate? We can provide guidance on Wills, Binding Death Benefit Nominations, POA and Succession Planning.

About Urquhart Sexton

Urquhart Sexton Financial Planning has a proud history of servicing the Riverina community since 1974. The origins of the business began with Len Sexton, who provided professional advice and services until his retirement in 2005. Malcolm Urquhart has been a Financial Planner since 2000 and became associated with Len Sexton in 2002. Urquhart Sexton Financial Planning Pty Ltd obtained its Australian Financial Services Licence (AFSL) No. 303051 in 2006. Holding an AFSL Licence and being free from institutional ownership and influence means that the advice is always personalised and in the clients' best interest.

Our Contact Details

What would you like assistance with?

Get In Touch

Our office hours are shown below

  • Monday-Friday: 9am to 5pm
  • Lunch: 1pm - 2pm Closed
  • Weekends: Closed
Send a Question

Urquhart Sexton Financial Planning Pty Ltd is a member of the Boutique Financial Planning Principals' Group (BFP).


Malcolm Urquhart is a certified Financial Planner with the Financial Planning Association of Australia (FPA)

Malcolm Urquhart and Urquhart Sexton Financial Planning Pty Ltd are Registered Tax Agents with the Tax Practitioners Board

Contact Us

186 Yambil Street,
Griffith
New South Wales 2680
Phone: 02 6962 3635
Email: advice@urquharts.com.au

2016 © All Rights Reserved.   Urquhart Sexton Financial Planning Pty Ltd | ABN: 95 119 848 672 | AFSL: 303051

Privacy Policy | Financial Services Guide | Terms of Service| version 1.23.160809a