Whether you’re an individual, a business or a community, exceptional financial advice and trustee services are crucial to protect and grow your wealth.
Personal wealth management
At Perpetual Private, we help you create a financial plan that moves you closer, every day, to your financial goals and achieving what’s most important to you.
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Growing your business
Whether you’re a business owner or a doctor running a medical practice, you know that success comes to those who plan for the challenges and opportunities of the future. The financial advisers at Perpetual Private, together with our business advisory firm, Fordham Business Advisors, work with entrepreneurs like you to build enduring business success.
Trustee and estate services
Established in 1886 as a Trustee company, Perpetual has a proud history of managing trusts that protect and provide for families and charitable causes. Our goal is to generate long-term financial security for the beneficiaries by prudently managing the assets of even the most complex trusts and estates.
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Not for profit and native title trusts
When you manage the finances of a charity, not-for-profit or native title trust, it’s about delivering maximum impact and long-term sustainability for your organisation or community. As financial advisers and a trustee organisation with a long and proud history, Perpetual are perfectly placed to help your trust or organisation create financial security long into the future.
Investing with Perpetual Private
The advisers and award-winning investment team at Perpetual Private start by understanding what matters to you both for today and tomorrow.
We’ll then create a personalised wealth plan with carefully selected investments and tax-effective strategies that work together to achieve your financial goals.
To generate long-term wealth, at Perpetual Private we offer a mix of investments including direct shares, managed funds (including ethical options), fixed income, real estate, alternative assets and exclusive investments not normally available to individual investors.
Perpetual Private team
Our Perpetual Private financial advisers and investment team are passionate about helping clients create long-term wealth.
While you’ll have one main point of contact, you will have access to technical experts and a team of specialists in areas such as investment management, superannuation, tax and accounting, trust set-up and management, estate planning and philanthropy.
To truly understand your needs, many of our advisers also specialise in particular industries. Each adviser only works with a select number of clients to ensure that we can always work closely with you, when you need us, to achieve your financial goals.
Partnering to support your client needs
Through our Alliance Partners program, Perpetual Private partners with lawyers, accountants and other professionals to support your clients with financial advice, trustee services and investment management to grow their long-term wealth.
EARNING YOUR TRUST
Perpetual is an ASX-listed, diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.
We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships – some of which span five generations. Trust is earned, every day.
Awards and recognition
TAKE YOUR FIRST STEP - CONTACT US ON 1800 631 381
97%* of Perpetual Private clients are happy with the quality of their financial advice. *Perpetual Net Promoter Score Survey (research conducted by Woolcott Research).
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