Advisers

Access your Perpetual accounts here.

Your dedicated online resource centre

For an in-depth look at Perpetual funds available to NZ investors and access to vital everyday resources for financial advisers, bookmark this page. You will also find helpful tools and reporting services on our secure NZ Adviser Site

Count on Perpetual for adviser support

Because advisers are such an important part of our business, we do whatever we can to support your business. That’s why our resources are your resources. We provide helpful information with product updates, online services, and a Business Development Team.

Questions? Contact us on 0800 441 656  

   

Online Account Access

Instant access to track or report on your clients’ investments with our secure Online Account Access – available as separate logins for both you and your clients to simplify reporting. Download a registration form or call our NZ Adviser Centre on 0800 441 656 Mon-Fri 8.30am-6pm (Sydney time).

Business Development team

Meet our team for NZ who can provide information on our investment products with on the ground support.

Fund Information

Review our products: Perpetual's WealthFocus Investments – Perpetual Series and Perpetual's Wholesale Funds.

Investing from NZ

Learn how to invest in Perpetual's funds from New Zealand.

Request printed material

Your Perpetual library at a click. Order online to have materials posted to you: Fund Profiles, Investment Guides or educational material – review our selection.

News & Product Updates 

Get to know what’s in the news with our quick overviews that connect you to their source if you choose.  You’ll also find Product Information on our funds updated here regularly.

Roadshow presentations

Make the most of our presentations that provide a straightforward look at our products and processes. Access any of our roadshows you may have missed.

Fees & Commissions

Your guide to