Strategic financial advice
A Perpetual adviser will bring together all elements of your clients’ circumstances and financial goals to build a comprehensive, strategic financial plan – a plan that adapts and endures through life’s up and downs. With a roadmap that ensures every financial decision they make moves them closer to their goals, your client can have greater confidence in their financial future. We’ll keep them regularly up to date on their investments and strategies, respond quickly to their questions, and always be able to explain what they’re invested in, and why.
Learn more about ways via holistic advice for private clients.
Investment advice and management
There’s no right or wrong answer for how your clients should invest their money. Just what’s right for them. Our award-winning team* of investment specialists will take the time to understand your clients’ goals and design an investment strategy aligned to those goals. Our team will then carefully select suitable investments from our range of investment options, including direct shares, managed funds, fixed income, real estate, ESG and alternatives not usually available to individual investors.
We also monitor and report on all aspects of you clients’ investments to ease the compliance burden, and proactively show the progress of their investments.
Award winning team
The Perpetual Income Opportunities Fund and Perpetual Growth Opportunities Fund celebrated 10 years in market in 2019.
Perpetual was recognised as Best Alternative Investment Manager of the Year and the Perpetual Income Opportunities Fund has won Best Multi Strategy Fund two years running at the Hedge Funds Rock Australian Alternative Investments Awards held in Sydney (2018-2019).
Learn more about our investment services.
Find out more on retirement investing in our free eBook Explore a new world of income.
Income, savings and debt management
Whether it’s for a mortgage, an investment property, growing a doctor’s practice or running a business - debt can be an important part of growing long-term wealth. Our advisers can help your clients build a comprehensive financial plan that measures debt, available cashflow and savings holistically. We can advise on whether gearing is suitable for your client, help find the right loans, consolidate and refinance high-cost debt, and structure repayments in a way that lets them make the most of the lifestyle they’ve earned.
We provide tailored life insurance plans, TPD, trauma and income protection insurance to protect your clients’ income and lifestyle should something go wrong. We make sure their plans are tax-effective, work together and integrate with their investment and super strategies. Just as importantly, the plans are flexible to respond to your clients’ changing family and financial needs. Our team also specialise in providing for the unique insurance needs of doctors and people running their own businesses.
Tax, accounting and business advisory services
Our specialist accounting company, Fordham, is one of Australia’s highest-rated accounting firms* specialising in work with business owners and managers. The tax, accounting and business advisory experts at Fordham will help your clients with their individual finances, SMSFs, charitable foundations and businesses. Whether your client needs transactional work or a tax-effective integrated wealth strategy, our advice will help reduce your clients’ paperwork, compliance burden, tax bill and headaches!
Learn more about Fordham services.
Health and personal injury (H&PI) support
Our priority is to secure a better tomorrow for your clients and ensure their funds will last a long time. We can assist with creating a sustainable budget, long-term investment strategy, and advice on tax and the NDIS. Perpetual trust managers also provide a central point of contact for clients and their family members for their day-to-day needs. On your clients’ behalf, we liaise and co-ordinate with a range of service providers, including doctors, carers and lawyers.
Learn more about our H&PI services.
At Perpetual, we understand Australians’ love affair with property. We can manage all aspects of your clients’ commercial or residential property – from buying and selling, maintenance, through to compliance and management of agents. We also guide clients on how to structure their property portfolio to gain the most from available tax benefits.
Download the Property management brochure.
Our experts can assist your clients with complex family relationships, significant family wealth and business interests. Your clients can access integrated financial and lifestyle services that will help build and preserve wealth and leave a lasting legacy when wealth is transferred to the next generation.
Learn more about our bespoke Family Office service.