Perpetual has a proud history of supporting women in pursuit of independence and impact. Continuing this legacy is the establishment of Advice for women by women, a service created by female financial advisors at Perpetual Private.
The Advice For Women offering is designed for contemporary women. Contemporary Australian women are well educated, entrepreneurial, business owners, professionals and are accumulating their own assets. Additionally Australian women are set to inherit significant family wealth over the next 10 years – in fact Australian women will represent 65% of the total intergenerational transfer of wealth. This wealth creation and wealth transfer represents a responsibility to manage wealth wisely.
In 2023 Perpetual surveyed over 3,000 Australians about their understanding of and priorities regarding financial security. The Ready for Anything report summarises this research, particularly what it means for women. The key messages this report highlighted is the value of creating a framework for decision making and utilising women’s natural strengths to achieve their financial goals.
The team wanted women to be ready for anything life throws at you – whether it be wealth creation from business or professional endeavors, divorce, inheritance, retirement or loss of a loved one. This culminated in Advice for women by women, which empowers women to take charge of their financial futures. The advisors work with women to explore opportunities and solve complex and delicate issues. The feedback they have received from clients is that they gain confidence, clarity and control of their situation.
To learn more and download the ‘Ready for anything’ ebook click here.