Whether you’re the recipient of a compensation payment or responsible for someone who’s been injured, choosing the right professional partner to help you manage can set the foundations for long-term financial security.
For many years Perpetual has assisted people who have suffered a serious injury. We begin by listening to what you really need and seeking to understand your unique situation so we can build a strong long-term relationship.
We then apply our experience, financial knowledge and professional insight to your individual needs and work with your solicitor and other professional advisers to achieve the best result for you.
Perpetual offers you financial expertise, experience and a long history of service - all the qualities you need in a partner for the future.
Perpetual can help secure your financial future by understanding your long-term requirements and then providing crucial financial expertise - ranging from tax and superannuation strategies to cash flow management and paying regular household, medical and care bills on your behalf.
Perpetual has been acting as a financial manager and trustee since 1886. We help protect your interests by safeguarding the longevity of your funds, ensuring funds are spent in your interest and managing financial record keeping and reporting. You can rely on Perpetual’s team to support you long into the future.
Perpetual’s experienced team can help with everything from major asset purchases (including modified homes or vehicles) to ongoing property maintenance. We also work with you to ensure the appropriate use of funds in search of medical solutions and by liaising with care agencies, health professionals, care facilities and governing bodies.
Our focus is on building a long-lasting personal relationship. We can help you with big issues, such as buying a house. We also help with everyday matters – because we understand that sometimes help with the small things means the most.
Some of the ways we can help:
- Assisting with the purchase, or modification, of a motor vehicle
- Assisting with the purchase of a purpose-built home or modifying your current home
- Liaising on your behalf with private care agencies, health professionals, care facilities and government bodies.
We provide you with a team of experts to help you manage your financial future. We will work closely with you to understand your short-term and long-term goals to ensure your money lasts.
Our financial services include:
- Securing your future by investing your assets to ensure your needs are met
- Advising on tax and superannuation strategies that deliver good results over the long-term
- Assisting you with budgeting and cash flow management
- Managing day-to-day financial tasks such as paying household, medical and care bills.
Perpetual acts as your financial manager and trustee, and independently monitors the management of your trust.
We look after your interests by:
- Ensuring that your care needs are met and that the money lasts
- Taking care of trustee and financial management record keeping and reporting
- Reporting to governing bodies as required
- Helping you insure your primary carers against death, illness or injury.
SUPPORT FOR A BETTER TOMORROW
Over 750 personal injury clients place their trust in Perpetual. To find out how we can help you or your clients, phone our Personal Injury team on 1800 631 381 or complete the form below.
Mathew is a Senior Adviser at Perpetual’s Sydney office. Originally from the UK, he has been in the financial services industry since 2004 and with Perpetual since 2006.
Mathew specialises in advising families and individuals who are receiving personal injury compensation payments, including financial management. Mathew can also arrange life insurance advice, tax planning, estate planning advice and Lifestyle Assist services.
Mathew also provides sophisticated financial advice to Perpetual’s private clients and has extensive experience across many aspects of financial services and investment markets.
Prior to moving to Australia, Mathew spent 13 years as a solicitor and was a partner in a law firm in London specialising in estate planning, trusts and probate for high net worth clients.
Mathew earned a Graduate Diploma of Financial Planning from FINSIA in 2006 and was admitted as a solicitor in NSW in 2005, although currently not practicing.
Chris is a Partner in Perpetual Private’s West Australian office. He specialises in securing the financial futures of successful Australians.
In 2019, Chis was ranked number 29 in the influential Barron’s Top 50 Financial Advisers in Australia.
With over 25 years’ experience, Chris is an expert in looking after the complex advice and strategic wealth requirements of High Net Worth clients and their families. Chris also has a deep understanding of self-managed super funds and how to maximise super for enduring financial security in retirement.
Chris also looks after Health & Personal Injury clients, managing their Personal Injury Compensation Trusts to provide a better quality of life, medical care and peace of mind knowing a compensation payment will last long into the future.
Chris also helps clients establish Philanthropic Trusts to give strategically to charities by taking into account taxation and other factors in their giving.
Chris is a qualified Certified Financial Planner ® or CFP ® and holds a Diploma of Financial Planning from Deakin University. He has also completed an Advanced Management Program from the Australian Institute of Management (AIM) and is an Affiliate of AIM.