Perpetual Private Clients Referral Partners
Our expertise is at your command
Perpetual Private Clients offers fellow professionals (accountants or solicitors, for example) a no-cost, low risk outsourced financial planning solution with a specialised yet flexible range of products and services to suit different practices and client needs.
As a Perpetual Private Clients Referral Partner, you can help your clients develop and manage their financial plans with our individually tailored recommendations. Not only does this add scope to your service, it can build an additional revenue stream for your practice.
Perpetual Private Clients offers a range of advice to premium and high net worth clients that can complement the services you currently provide to your clients. Consider having us as your outsourced financial planning arrangement to broaden the scope of your services with our specialised areas of expertise.
Key benefits to your practice
- Retain control of your client relationships
- Your clients receive high quality financial advice and services from Perpetual and will be less likely to seek advice outside of your practice
- Transfer of litigation, business and compliance risks associated with providing financial advice
- No-cost access to the provision of financial advice - avoid hiring and training staff or purchasing systems, research and additional Professional Indemnity insurance
- The ability to build an additional revenue stream, which will increase the value of your practice
- Ongoing services for referral partners, their staff and their clients including: Education and professional development, seminars for your clients and direct marketing tools for your practice
Find out what you need to know
- What Perpetual Private Clients offers your clients
- How your client relationships are safeguarded
- An additional revenue stream for your practice
What Perpetual Private Clients offers your clients
Perpetual Private Clients will work with you to show your clients how to optimise their current and future financial resources in order to reach their financial goals. You can be as involved as you wish in our financial planning process to ensure we fully understand your client’s current circumstances. We can work together to align our advice with the services your practice provides.
By referring your clients to Perpetual Private Clients, a highly reputable and prominent financial planning group, you are assuring them financial peace of mind.
How your client relationships are safeguarded
Perpetual Private Clients respect that any clients you refer to us are your clients and will remain so. While we must, by law, develop a formal relationship with each Perpetual client, we recognise that any relationships we build are secondary to the relationship you have built.
We respect that one of our main deliverables to you for your referral is to share the progress of each client (should they permit) with you. This is a duty we take very seriously.
An additional income stream for your practice
There is no charge for you to enter partnership with Perpetual’s Private Clients. There are no fees levied by us and no ‘quotas’ you have to reach to benefit from the relationship.
Referring partners can participate in our fee-sharing program when they refer clients to us (unless you choose to rebate those fees to your client). For more information about our fee-sharing program, contact the Regional Manager in your state office.
