THERE ARE NO SHORTCUTS

A bespoke financial plan needs time.

The best advice is founded on a genuine understanding of your life and goals for the future. We don’t take shortcuts. We take the time to learn about you before recommending a financial strategy. Our approach is personal, collaborative and enduring.

 


YOUR BEST INTERESTS AT THE HEART OF OUR ADVICE

  • YOU ARE ONE OF A KIND

    Your financial plan should be too. We base our advice on a clear understanding of your life 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

Find out how we can help you

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


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



MEET OUR CLIENTS, HEAR THEIR STORIES


UNSURE OF YOUR FINANCIAL ADVICE RELATIONSHIP?

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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.