Why choose Perpetual Private

Personalised and premium service. Our priority is to offer you a high level of personalised service tailored to your individual needs.

A broad range of solutions for all your financial needs. We specialise in all areas of financial advice and management to help you with all stages of your life.

Flexible service options for individual needs. As your needs change so can our service to you. We offer one-off financial advice through to full personal care. We can also work with your existing accountant, solicitor or SMSF provider.

Expertise. Our advice and technical specialists can help you with your investment, taxation, superannuation, trust, estate planning and philanthropic needs. However complex your financial situation, our experts will be able to provide an appropriate solution to meet your needs.

Peace of mind. As a professional trustee for more than 125 years, we have a fiduciary responsibility to provide our clients with the highest duty of care to safeguard their interests. This gives you peace of mind that your financial affairs will be taken care of during your lifetime and long after you are gone. For many of our clients, we’ve assisted each generation of their family.

Our advisers. The professional advisers you deal with at Perpetual Private are highly experienced, skilled and act in your best interests.

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