Financial Advice & Trustee Services

Your best interests at heart

Exceptional financial advice and trustee services are crucial to protect and grow your wealth. Whether you’re an individual, a business or a community, our commitment to meeting your needs is backed by an investment philosophy that has stood the test of time.

WHATEVER YOUR SITUATION, WE CAN HELP YOU

  • Managing Wealth

  • Planning For Life After Work

  • Giving and Passing On Wealth

  • Managing a Business

  • Managing a Medical Practice

  • Health and Personal Injury Support

  • Supporting Not-For-Profit Organisations

  • Supporting Indigenous Communities

Our financial advice is tailored to your personal circumstances. We help to grow your wealth as your career develops, protect your investments in retirement and leave a legacy for the people and causes closest to your heart.

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We can help you plan to protect your wealth and structure a regular income stream for retirement. Our expert advisers are backed by highly skilled and resourced strategic advice and investment teams who apply rigorous research and analysis to constructing your financial plan.

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From the creation and administration of your will or estate plan through to tax-effective giving structures, our team can help you to create a lasting legacy that helps the people and causes closest to your heart.

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Running your own business is a labour of love. Let us help you to see the big picture with advice to grow your business, minimise tax and protect your equity.

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We understand the shifting challenges you face as a medical professional – whether you’re commencing your practice, looking to expand or preparing to sell. Whatever your circumstances, we seek the best outcomes for you – both personally and professionally.

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Whether you’re the recipient of a compensation payment or responsible for someone who’s been injured, our team can help with expert financial advice, investment management and arranging care services.

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We know the value of every dollar is measured in what it can do for the community. We can help you establish investment committees and design and implement sound investment policies and strategies to protect and grow your organisation's funds and provide future income.

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With help from Perpetual as trustee and investment manager, your community can ensure money received through Native Title and land use agreements is invested and distributed sustainably, in consultation with the community and for the benefit of all members.

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PREFER TO TALK TO A SPECIALIST ADVISER?

Call us on 1800 631 381. Your Perpetual adviser will take the time to understand you and your aspirations for the future. This is at the heart of their role. We know trust doesn’t come quickly. It’s a function of time, earned through a series of positive experiences and conversations. Talk to us.

Your best interests at the heart of our advice

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    BESPOKE ADVICE, EVERY TIME

    We base our advice on a clear understanding of your current situation and aspirations for the future.

  • WE PUT YOUR INTERESTS FIRST

    Perpetual was founded in 1886 as a trustee company. Our fiduciary heritage, a legal responsibility to act in the best interest of beneficiaries, is in our DNA.

  • A LIFETIME OF QUALITY ADVICE

    We are in this, with you, for the long term. Our advice endures because our relationships do – some span five generations of the same family.

TAKE YOUR FIRST STEP - contact us on 1800 631 381

Or submit the form below and a specialist adviser will contact you.

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