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Wealth management

Wealth management

How can we help you?

Personal wealth management

At Perpetual Private, we help you create a financial plan that moves you closer, every day, to your financial goals and achieving what’s most important to you.

Growing your business

Whether you’re a business owner or a doctor running a medical practice, you know that success comes to those who plan for the challenges and opportunities of the future. The financial advisers at Perpetual Private, together with our business advisory firm, Fordham Business Advisers, work with entrepreneurs like you to build enduring business success

Trustee and estate services

Established in 1886 as a Trustee company, Perpetual has a proud history of managing trusts that protect and provide for families and charitable causes. Our goal is to generate long-term financial security for the beneficiaries by prudently managing the assets of even the most complex trusts and estates.

Not-for-profit and native title trust

When you manage the finances of a charity, not-for-profit or native title trust, it’s about delivering maximum impact and long-term sustainability for your organisation or community. As financial advisers and a trustee organisation with a long and proud history, Perpetual are perfectly placed to help your trust or organisation create financial security long into the future.

Catalyst newsletter

Expert insights on wealth management strategies and market trends

Take your first step - contact us on 1800 631 381

97%* of Perpetual Private clients are happy with the quality of their financial advice. *Perpetual Net Promoter Score Survey (research conducted by Woolcott Research).

Creating business leaders of the future

Perpetual is an ASX-listed, diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.

We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships – some of which span five generations. Trust is earned, every day.

Awards and recognition 

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Contact our team today

And see how we can help protect and build your wealth

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, who can provide you with the relevant Financial Services Guide, 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. Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo. The information is believed to be accurate at the time of compilation and is provided in good faith. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. This article may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.