Everything you need to create your own direct marketing campaign

Direct marketing is an effective, persuasive way to communicate with your clients about the benefits of Perpetual Private Clients advice and services. We recognise you are busy running your practice, so we have developed letter templates, brochures and telephone scripts for your exclusive use - all the material you need to run a direct marketing campaign.

Here you’ll find step-by-step instructions, ideal for use by your support staff, on creating, refining and segmenting your client database – so you can target the right clients. And we’ll show you how to complete a mailing and track results.

Start my direct mail campaign now.

Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643. This information has been prepared by PTCo. It contains general information and is not intended to provide you with advice or take into account your objectives, financial situation or needs.