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About Urquhart Sexton Financial Planning
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.
Services
Self Managed Super Funds
Separately Managed Accounts
Superannuation & Pensions
Term Deposits
Weekly Portfolio Management
Share Trading
Retirement Planning
Estate Planning
Life Insurance
TPD Insurance
Trauma Insurance
Income Protection
Business Expense Insurance
Individual Tax Returns
Centrelink Claims & Applications
Personalised Advice
Financial Planning
Options for Wealth Accumulation
Local Experienced Professionals
Quality Advice
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Amenities
Ways to Pay
Cash
EFT
Eftpos
Mastercard
Visa
Licences
Australian Financial Services Licence (AFSL) No. 303051
Registered Tax Agents 25257804
Frequently Asked Questions
Is there a difference between preservation age and pension age?
Yes. You can start accessing your superannuation before the pension age (currently at 65 years) if you reach your preservation age.
What is ‘preservation age’?
Preservation age refers to the age you must be to start accessing your super. Preservation age changes as per the Government regulations and varies based on your date of birth.
Urquhart Sexton Financial Planning