News & Insights

Investment commentators have been warning for months that both bond and equity markets were due a pullback from their lofty heights. Now that it’s happening it may make sense to look at funds that add more breadth – more diversification – to your portfolio.

What are the secrets of people who have enough time for themselves and the money to help those they care about most? To find out we asked 3,000 Australians about their habits and passions and here is what we learnt.

The upcoming Federal election could have big implications for High Net Worth individuals and families. We look at some of the proposed tax changes and at how investors should deal with tax issues that are promises but not yet policy.

Structured giving can extend the impact and the longevity of your charitable donations, but you can do even more good if you reshape your financial investments so they’re aligned with your values while also earning a return.

Change is the only constant in life. For financial advice to work – to endure – it must help you adapt to the shifting circumstances in your life.

The path to home ownership in Australia is a long one. If you persevere, will you be happier when you get there, or will your family home become a financial burden upon retirement? To find out we asked 2,400 Australians.

Good advice is about expertise and trust. We asked advisers from across different parts of the Fordham and Perpetual Private accounting and advice businesses for their take on what good advice - and good advisers - look like.

Australians are living longer, but how do they feel about getting older? We asked 2,700 Australians and discovered a select group that are far more comfortable about getting older than everyone else.

Perpetual Private’s Luke McMillan shares his view on global market trends and the outlook for interest rates and residential property in Australia.

Is a lack of advice costing you? We explore three reasons why sound advice is the key to living life on your own terms.

Everyone’s post-work paradise looks different, so seeing a clear path to achieve it can be challenging. Perpetual Private’s Xavier Craven explains the art and science of a good plan to get you on your way.

There are many elements to a good financial plan – goals, strategies and products – but we explain why the most important element is the conversations you have with an adviser.