It’s quite natural that as we get older, our ability and interest to dedicate the necessary time to day-to-day matters starts to fade. As one of Australia’s most experienced trustee companies, Perpetual can help you preserve your independence, dignity and lifestyle as you go through life.
THINK OF LIFESTYLE ASSIST AS YOUR PERSONAL CONCIERGE
Lifestyle Assist provides you with your own dedicated consultant who will be your one, consistent point of contact with a veritable wealth of experience, empathy, understanding and patience.
From simple, everyday affairs like paying bills on time or organising extra assistance around your home, to more complex and time-consuming tasks like end of year tax returns, investment guidance, legal advice or even aged care planning, Lifestyle Assist is here to help you take care of everything and anything.
“I’D NEED HALF A DOZEN PEOPLE IF I DIDN’T HAVE JOHN AND PERPETUAL”
Hear what our clients have to say about Lifestyle Assist
Helping you get the most out of life
When we call Lifestyle Assist a personalised service, that is exactly what we mean. After all, your life circumstances and financial matters are truly unique to you, and so too will be the way we help you manage them. We will take the time to listen and tailor our services to your preferences and needs, so you can get on with enjoying life.
Your interests first
Entrusting your affairs to someone else is not something to be taken lightly. Perpetual has been helping Australians preserve their way of life for over 130 years. You can rest assured knowing that with Perpetual, you are in safe hands and as a trustee company, we will always perform our duties with your best interests first and foremost.
One stop shop
Your dedicated Lifestyle Assist consultant has access to a range of specialist service providers. No matter what life throws your way, you can have peace of mind that the most experienced team will be working on your side.
ENJOY THE LIFE YOU DESERVE
To find out how you can get back your free time and enjoy a relaxing life free of financial stress and confusion, make an obligation-free appointment with one of our consultants today. Complete the form below and one of our experts will contact you.
Pamela is a Senior Consultant for Perpetual’s Lifestyle Assist services, with over 20 years’ experience in the financial services industry.
Based in New South Wales, Pamela makes a big difference in her clients’ lives by giving them peace of mind that their affairs are managed in a diligent and timely fashion.
Pamela loves the variety of ways she can help her clients - whether it’s as simple as taking care of the everyday activities, such as paying the bills or home maintenance, through to life changing events, such as moving home. Pamela also co-ordinates activities with service providers and liaises with government agencies.
For Pamela, it’s a very rewarding job as she helps clients keep their independence later in life.
Nicola is a Senior Client Consultant for Perpetual’s Lifestyle Assist service in Queensland and has been in the financial services industry for 10 years.
As a registered nurse for over 25 years, Nicola is passionate about people and their health care. For our Lifestyle Assist clients, Nicola’s experience and empathy has helped them maintain their independence for longer – making a huge difference in their lives.
For Nicola, no two days are the same and she loves being able to help clients with their wide variety of needs and whatever stage of life they’re at. This may be building confidence to take on life’s daily tasks – both big and small – to organising and simplifying finances or simply stepping in to help when children aren’t around. While their needs are very different, Nicola says her clients tend to have one thing in common - they usually feel they should have taken up the Lifestyle Assist service sooner!
Originally from the UK, Nicola has called Australia home for the last 15 years – and loves it!