Life stage/client segment campaigns
Now that you have segmented your clients into groups with similar characteristics, you need to choose the most relevant message to send to them.
We have developed a direct marketing pack for each of the client segments, focussing on the key messages most relevant to each segment. The mailings communicate the benefits of the advice and services Perpetual provides in conjunction with your practice.
Simply download and personalise the letters using your own letterhead and signatory details#. Please note that the signatory must be a qualified accountant from your firm.
- Letter for wealth accelerators (Word document)
- Letter for imminent retirees (Word document)
- Letter for retirees (Word document)
- Letter for business owners (Word document)
Sustainable giving with the Perpetual Foundation Endowment Fund
If you have clients interested in philanthropy, you may wish to your clients about the benefits of sustainable giving. An endowment within the Perpetual Foundation can provide a tax-effective solution for clients wanting to make a sustainable and positive impact on the lives of others.
- Endowment Fund letter for clients (Word document)
For more information about our Endowment Fund.
#By using these letters, you do so at your own risk. Perpetual accepts no liability for any loss or damage suffered as a result of using these letters. The letters must in no way be seen to be addressed or sent by Perpetual. 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.
