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Enduring Advice
Good advice is based on trust and communication
For financial advice to work – to endure – it needs to be based on trust and communication. That way it can adjust to the changing circumstances in your life.
Responsibility and Consistency
“Our Financial Year 2018 results reflect the central tenets of how we operate – discipline and consistency.”
Tony D’Aloisio, Chairman
To find out more about Perpetual’s performance in Financial Year 2018, including an improved dividend for shareholders and a rise in profit, you can download the Perpetual FY18 Annual Report.
NOT MUCH HAS CHANGED. BUT EVERYTHING HAS CHANGED.
From Decimal to Digital: Lessons from 50 years of investing in Australian shares.
This book is not all about the Perpetual Industrial Share Fund – though it celebrates 50 years of that fund. It’s about the country the fund invests in, how it’s changed and why.
SUPER NEEDS A PLAN
One of our clients had a long-term employer who had always taken care of his super. As he got closer to retirement, he started feeling nervous and confused about the new rules. We created a plan that maximised his benefits and he’s now looking to bring his retirement forward.
CATALYST – LIFE ON YOUR OWN TERMS
CATALYST cuts through financial jargon to deliver clear thinking and practical insights to help you live life on your own terms. Tap into the expertise of our specialist advisers, stay informed and benefit from advice that endures for your lifetime.
DON’T LET SUPER CHANGES CAP YOUR RETIREMENT PLANS
On 1 July 2017, some of the biggest changes to Australian superannuation came into effect – making what was already a confusing set of rules even more complex. This means if you’re nearing retirement, you need to review your strategy to make sure you can enjoy the retirement you’ve worked so hard for.
Investment opportunities unconstrained by borders
The Perpetual Global Share Fund features 20 to 40 high quality companies handpicked for their long-term investment potential and attractive valuations.
It’s a high conviction portfolio that gives you access to what we believe are some of the world’s best businesses.
Case Study: Beyond Bank
IMPACT PHILANTHROPY AND NFP INSIGHTS
IMPACT provides insight into important issues for philanthropists and the not-for-profit sector. It shares thought provoking ideas and best practice examples that aim to both stimulate and motivate a passion for philanthropy with Impact.
