Planning life after work


Your post-work lifestyle takes careful planning

We can help you structure your investments to protect your wealth and generate the retirement income stream you need to fund your lifestyle.


What are your dreams for the future?

With the right financial advice, you may be able to reduce your working hours years before you retire because your money does the work you used to do. Remember that the best friend of an astute investor is time in the market – so the sooner your financial plan is in place the better.

Plan to travel the world in retirement? Let us help structure your finances to provide the security of a regular income stream and the discretionary spending to treat yourself.

We have the expertise to help you protect what you treasure most in life – your family. By arranging your affairs now, you will have peace of mind knowing your wealth will be distributed efficiently and tax effectively to your beneficiaries.

You know the causes closest to your heart, but what about the most effective ways in which to give? With some careful planning, you can give in a way that is tax effective, provides the level of involvement you want and offers the satisfaction of knowing your gift will have maximum impact.

Retire On Your Own Terms

Live the life you’ve worked for

Retirement should be the start of a new chapter in your life – perhaps the most exciting of all. Yet the transition can be challenging. It takes careful planning.

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    Discovery

    Your plans for retirement are unique – your financial advice should be too. We spend time getting to know your dreams for life after work so we can help you achieve them.

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    Implementation

    We present your retirement plan and explain our transparent fee structure. Once you are happy with your plan we ask for your authority to implement our advice.

  • Review

    Your financial needs will change in retirement – at first you may travel but over time growing health care costs need to be considered. That’s why we continue to review your plan as your circumstances change.

TALK TO A SPECIALIST ABOUT YOUR RETIREMENT

Call us on 1800 631 381. A Perpetual adviser will take the time to understand your plans for retirement and design a financial plan to get you there.

OUR ADVISERS – IN THEIR OWN WORDS

Anthony-Lam-Adviser

“I guide clients to think holistically about their situation and goals to help them to prioritise and make decisions. I’m with my clients for the long term, guiding them every step of the way.” Anthony Lam, Partner, Perpetual Private, NSW

Tony Mastromanno adviser

“I feel privileged to share the life journey with my clients, as you really do play an integral role in their lives. I enjoy building the rapport and the level of trust – that enables Perpetual to get on with protecting and growing their wealth.” Tony Mastromanno, Associate Partner, Perpetual Private, VIC

Meet our clients

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“We were in a self-managed super fund and were a little bit anxious. Now we’re with Perpetual, we feel more confident and comfortable about the future.”

Patrick and Judy Gauci, Perpetual clients since 2017

TAKE YOUR FIRST STEP - contact us on 1800 631 381

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

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