We don’t set and forget, we refine and reset.

Your life changes – so should your financial advice.

We're at your side for the long term, refining your financial plan with your best interests at heart. Our advice endures because our relationships do – some spanning five generations of the same family.

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We're at your side for the long term, refining your financial plan with your best interests at heart. Our advice endures because our relationships do – some spanning five generations of the same family.

Peace of mind

Knowing you are top of mind

SET AND FORGET? BAD BET

Lives change and markets fluctuate. For financial advice to endure, it needs to evolve. That’s why we’ll never set and forget – we continue to review your personal situation and investment portfolio.

PROTECT AND GROW YOUR WEALTH

Perpetual Private’s financial advice aims to protect and grow your wealth. It’s backed by a team of qualified investment specialists with a philosophy that has stood the test of time.

YOUR INTERESTS FIRST. EVERY TIME

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.

Want to feel confident?

Find out how we can help you

97%* of Perpetual clients are happy with the quality of their financial advice.

*Perpetual Net Promoter Score Survey (research conducted by Woolcott Research).

Life on your own terms

Enduring financial advice changes lives for the better

We will help 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.

You are building your wealth as your career develops. You are growing your investments and building a nest egg for the future.

We can help you with:

  • A strategic financial plan
  • Investment advice and management
  • Income, savings and debt management
  • Tax and accounting
  • Personal insurance
Your focus shifts to protecting your wealth and preparing for retirement.

We can help you with:

  • Retirement planning and transitioning
  • Superannuation and pension management
  • Lifestyle assistance services
  • Health and personal injury support
You’re putting plans in place to share your wealth with the people and causes closest to your heart.

We can help you with:

  • Charitable giving and philanthropy
  • Trust setup and management
  • Estate planning and execution

Unsure of your financial advice relationship?

We’ll give you a second opinion – for free.

At a time of uncertainty, you’re invited to an open chat about your existing financial advice relationship.

Take 3 minutes to learn about our financial advice process.


 
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.