Informed | Perpetual Private Clients

Spring 2011

	Welcome to the last issue of Informed for 2011. As the year has been a challenging one for markets globally, your adviser has been committed to keeping you up to date on the changing economic landscape. What's more, our clients' portfolios are constructed with a strong focus on wealth preservation over the long-term, giving you greater peace of mind in times of volatility. We look forward to celebrating the festive season with you soon. Yours sincerely Geoff Lloyd, Group Executive Perpetual Private Wealth





	Making sense of your financial strategy Chris Balalovski, Head of Strategic Advice, explains that it's not just your investments that matter during times of market volatility.
	Safeguarding an elderly relative's affairs Peter Whitehead, Senior Manager – Fiduciary, talks about the challenges of managing a relative's financial affairs.
	Making a difference in the community Andrew Thomas, General Manager of Philanthropy talks about giving in Australia.
	Term deposits – for the short term or the long term? Nigel Douglas, Head of Investment Research looks at the pros and cons of term deposits.

	Sculpture by the Sea See the Helen Lempriere Scholarship winning sculptures at Bondi.		Celebrating 125 years This year Perpetual celebrates 125 years in Australia.
	Ramaciotti Foundations grant $2.6 million Biomedical researchers recognised at annual awards night.		New administration provider Offering an enhanced Portfolio Service to our clients.

Phone: 1800 631 381
privateclients@perpetual.com.au
www.perpetual.com.au/advice
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Perpetual Private Clients advice and services are provided by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643.

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