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Power of Attorney and Lifestyle Assistance

Power of Attorney and Lifestyle Assistance

Help when you need it the most

The help you need to live the life you want

As you grow older, certain physical, mental and administrative tasks that used to be easy, get harder to complete – or just take an irritatingly long time. It might be managing complex financial decisions – your investments, rental properties etc. Or it might mean big projects like remodelling your home so you can live there longer. It could be something as mundane but important as organising (and arranging payment for) home maintenance.

Perpetual’s Lifestyle Assist service wraps all those types of needs into a single package you can tailor to meet your exact needs as you age. If you want the help, your Perpetual financial adviser can integrate Lifestyle Assist into your overall financial planning service so your financial and lifestyle needs are met in the same place.

You’ll have your own Lifestyle Assist consultant who works with you, co-ordinates help from other experts and answers any questions you or your family might have as the service evolves to meet your needs over time.

Most importantly, Lifestyle Assist keeps you in control as you age – so you have more time with the people that really matter to you.

  • Managing wealth

    • Strategic financial advice
    • Investment advice & management
    • Income, savings & debt management
    • Personal Insurance
    • Tax & accounting
    • Health & personal injury support
    • Family office
    • Property management
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    Exceptional financial advice to protect and grow your wealth. That’s our enduring commitment to you backed by an investment philosophy that has stood the test of time.

  • Planning for retirement

    • Retirement and succession planning
    • Superannuation & pension management
    • Power of attorney & Lifestyle assistance
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    A post-work paradise takes careful planning. We can help you to structure your finances effectively and create an investment portfolio that protects your wealth without jeopardising your lifestyle.

  • Giving & Passing On Wealth

    • Charitable giving & philanthropy
    • Trust setup & management
    • Wills, estate planning & executorial services
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    From the creation of your estate plan through to tax-effective giving structures, our team can help you to create a legacy for the people and causes closest to your heart.

Lifestyle Assist - you choose the help you need. The essence of the Lifestyle Assist service is that it’s tailored to what you need. Here are some of the key features.

Your best interest at heart

Your investments, day to day finances, looking after your home, providing financially for your children. These may be things you’ve done all your life but you don’t have to do them all anymore. Perpetual’s Lifestyle Assist service is end-to-end – you select the range of things you want help with and your personal consultant works with your financial adviser to coordinate them all.

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.

Enjoy the life you deserve

Would you like to enjoy the best possible lifestyle as you age? Appreciate some expert help when it comes to everyday lifestyle fixes and big financial decisions? Want someone you can trust to pull it all together for you? Talk to us today. Call us on 1800 631 381 or complete the form below.

Meet our financial advisers

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Andrew Parker
Private clients, partner SA
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Michael Stetson
Senior financial advisor
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Will Johnston
Senior financial adviser
Andrew Parker
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Andrew Parker

Private clients, partner SA
Bio

Andrew is the Partner of SA’s Not For Profit division.

With over 32 years experience, Andrew specialises in advice to large complex organisations, family offices, not-for-profit clients and philanthropic trusts. He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps his clients implement best practice investment policies. Andrew also connects clients to other parts of the Perpetual business, including Philanthropic services.

Prior to joining Perpetual, Andrew held senior adviser roles within commercial and private banking based in Adelaide for the last 9 years. Andrew has also held senior manager roles in institutional banking at JPMorgan Chase, Deutsche Bank and Royal Bank of Scotland in Tokyo, Singapore, London, New York and Sydney over a period of 20 years.

Andrew has a Bachelor of Business (Finance), Advanced Diploma of Financial Planning, is an accredited Self- Managed Super Fund adviser (SMSFA) and speaks several languages.

Michael Stetson
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Michael Stetson

Senior financial advisor
Bio

Michael is a Senior Advisor with over 14 years of experience. 

Michael provides sophisticated advice to Beneficiaries, High Net Worth individuals and families. Michael leverages Perpetual’s specialist services including portfolio construction, research, investment strategy, tax accounting and philanthropy. Michael has built long standing relationships through advising across multiple generations and continues to provide support and security to mature clients through the Lifestyle Assist Service.

Michael holds a Master of Financial Planning.

Will Johnston
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Will Johnston

Senior financial adviser
Bio

Will is a Financial Adviser for Perpetual in NSW where he focuses on preparing and delivering quality financial advice to high-net-worth families and individuals.

Will has more than 15 years’ experience in financial advice with more than six at Perpetual and prior experience at a boutique accounting firm. Will’s client-centric philosophy means he works hard to understand his clients and their personal and financial situations so he can help them achieve their goals and objectives. In particular, Will specialises in structuring investments and superannuation (including SMSFs). 

Will has a Graduate Diploma of Financial Planning and a Bachelor of Commerce. Outside of work he enjoys sport, travel and spending time with his young family.

Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This webpage contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial or other adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo. To view the Perpetual Group's Financial Services Guide, please click here. The information is believed to be accurate at the time of compilation and is provided in good faith. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. This article may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.