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About Perpetual Private Clients

For over 120 years, Perpetual has protected, managed and grown the wealth of its clients, year after year, generation after generation. The expertise of the Perpetual Private Client advisers combined with their breadth of services, provides clients with quality financial solutions.

We have a fiduciary duty to our clients, not only as a financial adviser but also as a trustee company. All representatives of Perpetual Private Clients:

• act honestly and in the best interests of clients
• exercise the highest duty of care and diligence
• treat all clients equally.

The service received at Perpetual Private Clients is tailored and personal and allows clients to obtain advice to suit their individual financial goals – this can include one-off advice or an ongoing level of personalised service.

A comprehensive range of solutions and advice
Perpetual Private Clients offers the following diverse range of services:

• super and retirement planning – including do-it-yourself super funds (DIY super)
• strategies and structures for wealth maximisation
• taxation
• debt management  
• trusts – including family trusts
• estate planning
• wealth protection including insurance advice
• charitable giving.

More information

To find out more about these financial solutions, visit Perpetual Private Clients, or contact us.