Premium advice for total financial management

Perpetual Private Clients

Perpetual’s holistic approach to your total financial well-being can help you with the big picture. We offer advice and services to suit your overall financial needs and achieve the full financial vision you have for you and your family.

When you become a Perpetual Private Client, our personalised service to you includes advice from a team of experts in financial planning, tax, estate planning, investment and philanthropy. This advice is supported by an ongoing relationship with Perpetual and your adviser. We specialise in full service financial management – and have been a valuable resource to families for generations.

On the other hand, you can decide the level or nature of advice you require and can tailor your relationship with us accordingly. See how you fit into these financial scenarios: expert financial strategies, administrative support, ongoing advice and management, delegate your financial management, enduring power of attorney, tailored advice  and talk to us about any one of them.

  • You require expert financial strategies specific to your situation
    You may be comfortable managing your investment portfolio, yet could benefit from seeing how to optimise your superannuation, investment, tax and debt issues in ever-changing legislative and market conditions.
  • You require administrative support
    We can help you put your financial plans into action, including establishing financial structures and tending to all documentation and legal and regulatory issues. We can also act as custodian of your investments and financial holdings, taking full responsibility for their safekeeping, administration and record keeping.
  • You require ongoing advice and management
    We monitor your financial program to ensure it remains on track to achieve your financial objectives. We can:
    • manage your investment portfolio and financial structures
    • monitor investment performance
    • provide regular reviews and updated recommendations.
  • You want to delegate your financial management
    Working within strict guidelines that are agreed with you in advance, we will monitor, review and fine-tune your investment portfolio on your behalf.
  • You require temporary or ongoing Full Personal Care
    You receive the highest level of personal and financial care as a Private Client under any circumstances. Full Personal Care can be implemented automatically through an enduring power of attorney if you become incapacitated or too ill to manage your own financial affairs. Or you may arrange this service if you are planning extended travels. In addition to our advice and administrative support, we can attend to all aspects of your financial affairs from collecting investment income to paying bills.

We provide you with advice tailored to your situation

As a Private Client, you can expect very personal service. Once we get to know you, your goals for the future and your current financial situation, our tailored advice will only include recommendations that are relevant to you.

The key financial areas of our advice are:

Our Private Client advisers are available in most Australian capital cities. You can set up an appointment, or call us on 1800 631 381 during business hours.

How Do I?

Financial Insights

Perpetual SMA