Investment advice & management

One of the biggest challenges charitable or non-profit organisations face today is managing and growing their financial base.

As trustee for many charitable funds and adviser to many charities and non profits, we understand that putting the right financial strategy in place is key to building a solid foundation for success.

We can offer your organisation tailored investment advice and and ongoing management to help maximise your financial resources over the short and long term.

Strategic advice – we can tailor an investment strategy that meets the needs of your organisation whether it be to build capital, generate income or both.  We can also advise on tax-related matters such as maximising franking credit entitlements and provide ongoing strategic advice, helping ensure your organisation is still on track to achieve its goals.

Specialised investment options – our specially designed Charitable and Community Investor Fund for charitable and non-profit organisations can provide long-term income and growth potential.  We also offer a range of other specialist investment options. 

Professional management – as one of Australia’s leading investment managers, Perpetual provides access to assets such as shares, property and cash through a wide range of products. Having won numerous awards, the team offers strong investment capabilities, expertise and reliability to help meet your investment needs.

For more information

Phone us on 1800 631 381 to find out how our investment advice and products can help your organisation.