Wealth

Wealth Management

Advice for women, by women

Wealth Management
A team of women financial advisers dedicated to helping women achieve, manage and maintain financial wellbeing.

Trust is earned everyday

Perpetual Wealth is a financial services company which has been serving Australians since 1886. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.

Financial advice

Trustee services

Philanthropy

Not for profit services

First nations communities

Health and Personal injury

Fordham tax and accounting

Priority life risk insurance

Investing for individuals, advisers and institutionals

Whether you are an individual looking to grow your wealth or an adviser or institutional investor seeking investment options for your clients, we have a range of tailored solutions for you. Find out more below on how Perpetual Private can help you and your investment needs.

Investments for individuals Advisers and institutions Responsible investing

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And see how we can help protect and build your wealth

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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 information has been prepared by PTCo and may contain information contributed by third parties. It contains general information only and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider with a financial adviser, whether the information is suitable for your circumstances. The information is believed to be accurate at the time of compilation and is provided by PTCo in good faith. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. PTCo does not guarantee the performance of any fund or the return of an investor’s capital.

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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