The benefits of financial advice
Premium financial advice – Perpetual Private Clients
Good financial advice can pay for itself many times over by helping you optimise your investment, debt and taxation position. Financial advice starts with a financial plan and often builds through an ongoing relationship with an adviser. Two critical components determine how prepared you are to build and preserve wealth:
- A financial plan (or statement of advice) is developed specific to your personal situation and goals. The plan includes financial strategies covering investments, tax, legal, retirement and estate planning recommendations
- Your financial adviser can provide you ongoing service by monitoring and, as required, updating your financial strategies and investments to align them with your personal goals.
Perpetual offers a range of financial solutions you can review here or with your financial adviser who will have access to our financial products.
- Products: investments, superannuation, retirement.
- Financial advice: Private Clients provides full-service financial advice.
- Services: for investors requiring trustee services or custody and administration support for your investment portfolio or DIY Super.
Many of our offerings are described in helpful literature. To review our selection, please see our Request a brochure page or visit our FAQs.
Premium financial advice – Perpetual Private Clients
We provide comprehensive tailored financial advice via experienced advisers, supported by a team of experts, specialising in:
- Wealth management for high net worth individuals and families with complex financial needs.
- Effective transfer of assets to future generations and the community, including Estates & Trusts and Philanthropic Services.
- A partnership with professionals and executives who require support to develop sophisticated financial strategies to manage investment, debt and taxation issues.
- Support for business owners who want to ensure they meet superannuation obligations to employees, and who may require succession plans for the future.
Alternatively you can access Perpetual Investments through a large network of independent financial advisers or you can invest direct into many of our funds.
