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Wealth management
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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.
Personal wealth management
Holistic advice for private clients
Specialised financial advice can help. It can give you confidence about the future. It can make your life better today and stand the test of time. Your Perpetual financial adviser can help you grow your wealth as your life and family changes, create your ideal retirement lifestyle and leave a legacy for the people and causes closest to your heart
Planning for retirement
Retirement should be the start of a new chapter in your life – perhaps the most exciting of all. And, just as no two working lives are the same, you can choose the kind of retirement you want.
Power of attorney and lifestyle assistance
Perpetual’s Lifestyle Assist service wraps all those types of needs into a single package you can tailor to meet your exact needs as you age.
Family office services
We understand that no family is the same and the complexity of family means we have specialists who understand those diverse needs and can support you in any way you may require assistance.
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
Growing your business
Managing a business
We have significant experience in assisting clients across a range of diverse industries.
Specialist advice for medical professionals
As specialist advisers to medical professionals, Perpetual understands these universal challenges doctors face. We also know that you have unique circumstances and dreams for yourself and your family.
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.
Trustee and estate services
Setting up a trust
Protecting and providing for those we care about is something we all want to do. Expressing your love by helping your children or grandchildren. Giving money to causes that make the lives of complete strangers better. What could be better?
Philanthropic giving
Strategic philanthropy means you can have a more significant impact with your giving. Ensure that every single dollar you donate – now, next year, even after you’re gone – helps support the people, causes and communities you care about.
Health & personal injury
Perpetual’s Health and Personal Injury team understand the importance of personal attention. Our financial advisers and trust managers coordinate a whole range of services to make life better for clients and their families.
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.
Not for profit and native title trusts
Supporting NFP Growth
To make that difference – to really deliver for the communities they serve – NFPs need the strong underpinnings that top-quality financial governance provides
Indigenous communities
For Aboriginal and Torres Strait Islander communities, investing Native Title funds through a Native Title trust helps ensure their money benefits the whole community, now and in the future.
Catalyst newsletter
Expert insights on wealth management strategies and market trends
Wealth management
Investing with Perpetual Private
The advisers and award-winning investment team at Perpetual Private start by understanding what matters to you both for today and tomorrow.
We’ll then create a personalised wealth plan with carefully selected investments and tax-effective strategies that work together to achieve your financial goals.
To generate long-term wealth, at Perpetual Private we offer a mix of investments including direct shares, managed funds (including ethical options), fixed income, real estate, alternative assets and exclusive investments not normally available to individual investors.
Perpetual private team
Our Perpetual Private financial advisers and investment team are passionate about helping clients create long-term wealth.
While you’ll have one main point of contact, you will have access to technical experts and a team of specialists in areas such as investment management, superannuation, tax and accounting, trust set-up and management, estate planning and philanthropy.
To truly understand your needs, many of our advisers also specialise in particular industries. Each adviser only works with a select number of clients to ensure that we can always work closely with you, when you need us, to achieve your financial goals.
Partnering to support your client needs
Through our Alliance Partners program, Perpetual Private partners with lawyers, accountants and other professionals to support your clients with financial advice, trustee services and investment management to grow their long-term wealth.
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
Take your first step - contact us on 1800 631 381
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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.
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Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
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Singapore
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United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.