Services for existing Referral Partners

A closer working partnership with Perpetual Private Clients

When you form a referral relationship with Perpetual Private Clients, we will provide any assistance you require to offer sound financial advice to your clients. We will support you and your practice in identifying and working with these clients.

Services for your practice

1. ENews

Perpetual’s monthly email newsletter written by our team of technical experts – content includes industry updates, legislation changes and product and service news from Perpetual.  Register to receive ENews.

2. Professional Insights seminars

Perpetual’s professional development seminars are designed to keep our referral partners up-to-date with topical issues and financial strategies that will benefit your clients.  Book now.

3. Direct Marketing tools

Perpetual have developed an online “How to?” guide to help your support staff implement a direct marketing campaign to your clients. We also have letter templates and brochures you can use.  Find out more.

4. Accountants staff training

Perpetual have developed 10 x 1 hour training session covering the basics of fianncial planning. Ideal to develop your junior accountants and help your staff understand the benefits of financial advice for your clients.  To find out more contact the Regional Manager in your state office.

5. Social events

Allows Perpetual and our network of referrers to meet informally.

Services for your clients

1. Financial Insights seminars

You can book your clients in to attend one of our monthly seminars held nationally in Perpetual’s offices. 

2. Exclusive seminars for your clients

If you have a group of clients who are interested in a specific topic we can run seminars exclusively for you and your clients. One of our advisers can present at your offices or at Perpetual’s offices – whichever is more convenient for your clients. To find out more contact the Regional Manager in your state office.