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Supporting senior living and aged care providers

Supporting senior living and aged care providers

Senior living services - the right mix for your organisation

The unique mix of capabilities within the Perpetual Group means Senior Living and Aged Care providers can access the exact mix of services and advice they need. The Perpetual Group provides a mix of strategic advice, operational improvement and investment expertise required to reshape organisations to meet the challenge of regulatory change, sector consolidation and a shifting marketplace. Working with Perpetual gives you the resources you need to prepare for the future

At Perpetual Private we understand the importance of providing investment solutions that align with your mission and the outcomes you are trying to achieve in the community. Our service is flexible, dynamic and adaptable to your organisation’s changing needs.

We manage more than $5.5 billion in charitable funds for our clients, who include Senior Living and Aged Care providers, not-for-profit organisations, philanthropic individuals, families and communities.

How we work with Senior Living and Aged Care providers:
  • Investment Management Workshop. Defining how your investment portfolio is to be managed and decisions are to be made, based on your organisation's unique objectives.
  • Strategic Asset Allocation. Identifying the most suitable mix of assets for your portfolio Investment selection and implementation.
  • Customising a solution to suit the needs of your organisation.
  • Governance and capacity building. Experience and networking opportunities to support your organisation.

The right advice can strengthen your organisation and free up your leaders to focus on clients and drive change. In Aged Care in 2022 – Time for a strategic shift? we argue that many Senior Living and Aged Care providers could benefit from deep strategic analysis of their operations and options. Fordham – the accounting and business advisory arm of Perpetual Private – provides that analysis and can drive operational improvement in your balance sheet, margins, service design and costs.

We can also help you adapt to industry consolidation – and explore new ways of generating income and financial stability – by drawing on extensive experience working with boards on all types of valuation/buy/sell/merger transactions in the Senior Living sector.

How we help Senior Living and Aged Care providers with strategy and operations:
Strategic planning

Fordham works with your leadership team to develop and implement strategies that help you manage the shifting senior living landscape and position for the future.

Business advice

Fordham’s business advice helps Senior Living providers become ‘match fit’ for an increasingly competitive environment.

Balance sheet management

Deep expertise in tax, accounting and business strategy means Fordham can help providers strengthen their balance sheets and improve how they manage their capital.

Our end-to-end cash and term deposit solution is managed through a cutting-edge technology platform which gives you access to a broad range of deposit-taking institutions and therefore the best rates in the market. The technology driven approach also enables us to manage your liquidity pool in a highly secure and cost-effective way. The advanced reporting functionality will help you streamline your month end process with efficient, simple and accurate custom reporting at the click of a button.

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Our team - in their own words

 

Everything we do at Perpetual stems from our core belief of fiduciary duty and trust. Whilst the Senior Living space is under an array of reform and operational pressures, challenging status quo is critical to creating a care economy for our older Australians. By sitting with boards and executives, we are able to understand their needs and to identify where we can incorporate our unique offerings in investment management, corporate finance and business advisory.” Anthony Hamawi – Manager, NFP and Aged Care, Community & Social Investment, Perpetual Private.
“We are in the fortunate position to partner and collaborate closely with key leaders in the Senior Living sector. It’s really important for us to understand the unique challenges and opportunities facing providers. This allows us to purpose-build investment strategies aimed at balancing both liquidity requirements and return objectives. The current operating environment is extremely difficult for our senior living clients, however, an appropriate investment management strategy can open up opportunities to improve profitability.” – David Hurley, Senior Financial Adviser, Perpetual Private.
We are passionate about helping Senior Living organisations generate better returns from their balance sheet assets through tailored investment advice, research and governance advice. We know this sector is highly conservative and so we work closely with management and board directors to establish tailored investment management strategies that seek to balance risk with return generation in a way that each organisation feels comfortable with.” – Emily Barlow, Investment Director, NFP and Aged Care, Perpetual Private

 

Meet the team

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Anthony Hamawi
Manager, NFP and Aged Care
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Emily Barlow
Investment Director
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David Hurley
Senior Financial Adviser, Perpetual Private
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Andrew Parker
Partner, Private Clients SA
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Daniel Gallacher
Associate Partner
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Jamie Cockerill
Partner, Private Clients NSW
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Daniel Tomé
Partner, Private Clients VIC
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Liz Wheatley
Associate Partner, Private Clients NSW
Anthony Hamawi
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Anthony Hamawi

Manager, NFP and Aged Care
Bio

Anthony is responsible for the development of new relationships and business opportunities from within the philanthropic and not-for-profit sectors. His specific areas of focus are engaging boards and executives of not-for-profits with respect to investment management and the delivery of strategic business support to not-for-profit clients.

He also focuses on working with not-for-profit entities and endowments to define investment policy and strategy, to manage and protect their investment assets. 

Anthony has a Bachelor of Commerce (Finance & Financial Planning) and an Advanced Diploma of Financial Planning.

Emily Barlow
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Emily Barlow

Investment Director
Bio

Emily is responsible for providing strategic advice and research to Aged Care and Not for Profit clients across Perpetual’s Private Wealth business.

Prior to joining Perpetual, Emily was a Senior Consultant at Mercer providing investment advice to a range of institutional clients specialising in superannuation and post retirement. As part of her role at Mercer, she also led a number of research initiatives on wellness, needs and solutions in retirement.

Before Mercer, Emily was an Investment Strategist at State Street Global Advisors (SSGA) in London developing new Defined Contribution investment products and building out SSGA’s European retirement offering.

Emily has 10 years of experience in financial services across Australia and the UK and is based in Sydney.

Emily holds a Masters in Chemistry from the University of Oxford, the UK Investment Management Certificate and the Chartered Financial Analyst designation.

David Hurley
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David Hurley

Senior Financial Adviser, Perpetual Private
Bio

David is a Senior Financial Adviser at Perpetual Private, with over 10 years’ experience in accounting and financial services. He specialises in working with not-for-profit organisations to deliver tailored governance and investment advice, which closely aligns with organisational values. David has a deep understanding of the unique needs of not-for-profit and Senior Living organisations, allowing him to assist in the careful development of investment policy and investment management strategies, as well as portfolio construction.

In the face of ever changing economic and market conditions, David looks to guide his clients to balance short term needs with long term sustainability. He has a particular focus on working with Senior Lliving providers on investment strategy, in an environment of low interest rates, high inflation, legislative change and uncertain liquidity requirements.

David is part of a dedicated team managing over A$1.2 billion across not-for-profit and senior living clients, family offices and philanthropic trusts. This allows David to engage with boards, executives and philanthropists from the not-for-profit sector, connecting them with Perpetual’s philanthropic experts and educational resources.

David holds a Bachelor of Commerce (Corp. Fin.) from the University of Adelaide, a Graduate Diploma in Financial Planning, is a Registered Tax (financial) Adviser and has completed the CFA Level I Exam.

Andrew Parker
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Andrew Parker

Partner, Private Clients SA
Bio

Andrew is the Partner of SA’s Not For Profit division.

With over 32 years experience, Andrew specialises in advice to large complex organisations, family offices, not-for-profit clients and philanthropic trusts. He has a deep understanding of the unique needs and strategic objectives of not-for-profit organisations and helps his clients implement best practice investment policies. Andrew also connects clients to other parts of the Perpetual business, including Philanthropic services.

Prior to joining Perpetual, Andrew held senior adviser roles within commercial and private banking based in Adelaide for the last 9 years. Andrew has also held senior manager roles in institutional banking at JPMorgan Chase, Deutsche Bank and Royal Bank of Scotland in Tokyo, Singapore, London, New York and Sydney over a period of 20 years.

Andrew has a Bachelor of Business (Finance), Advanced Diploma of Financial Planning, is an accredited Self- Managed Super Fund adviser (SMSFA) and speaks several languages.

Daniel Gallacher
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Daniel Gallacher

Associate Partner
Bio

Daniel is an Associate Partner at Perpetual's Perth office and his role is to provide Financial Advice to clients and Manage the Perth Adviser team.

He started his career in financial services at Westpac Bank in 2008, within their business banking segment, before commencing as a Financial Adviser in 2010.

Daniel has now been with Perpetual for nearly a decade and provides Advice and guidance to high net worth clients and their families.

He provides tailored advice in investment management, retirement planning, superannuation, taxation, estate planning and strategic structures.

Daniel also has extensive and ongoing day to day experience providing investment advice and guidance to Not for Profit Organizations and First Nations Communities.
This involves understanding and tailoring portfolios and strategies so these organisations can best achieve their community missions.

Daniel holds a Graduate and Advanced Diploma of Financial planning and certificates in Self-Managed Super Funds, Margin Lending and Gearing and Certificate in Finance and Mortgage Broking.

Daniel is a proud Father of two children. He loves this role the most and he feels it helps him be the best Adviser he can be to his clients.

Perpetual’s board range of services and experts allow Daniel to provide comprehensive solutions to his clients and support the Perth team of Advisers.

Jamie Cockerill
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Jamie Cockerill

Partner, Private Clients NSW
Bio

Jamie has over 20 years’ experience providing sophisticated investment advice to high net worth families and Not-For-Profit organisations.

With $1.5 billion in funds under management, Jamie’s team provides strategic advice to high net worth families, philanthropists and Not-For-Profits across medical research, cemeteries, schools, professional and sporting associations, indigenous land councils and other community organisations, to help maximise their investments to support the community.

Jamie takes a partnership approach with his clients to deliver tailored investment strategies to meet their specific investment objectives, taking into account ethical portfolio preferences and board governance requirements. He works closely with specialist teams within Perpetual, including investment strategy and governance, portfolio construction, investment research, philanthropy, estate planning and local and international tax and accounting.

Prior to joining Perpetual, Jamie spent seven years as a Senior Adviser at Westpac Private, where he was responsible for providing sophisticated advice to wholesale clients. He held a similar role prior to Westpac at NAB Private.

Jamie holds a Bachelor of Business from Griffith University, is a Certified Financial Planner and is a Member of the Australian Institute of Company Directors (AICD).

Daniel Tomé
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Daniel Tomé

Partner, Private Clients VIC
Bio

Daniel is a Specialist Medical Senior Adviser at Perpetual’s Melbourne office and joined the financial services industry in 1994. Daniel has worked in both Australian and international markets.

Prior to joining Perpetual, Daniel was Senior Financial Adviser to the Private Clients of Halifax Bank of Scotland Australia (HBOSA) and HSBC Bank Australia.

His international experience was gained in Canada as a Financial Adviser for nine years with Assante Capital Management.

Liz Wheatley
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Liz Wheatley

Associate Partner, Private Clients NSW
Bio

Liz has over 20 years’ experience in financial services and specialises in not-for-profit clients and philanthropic trusts. She is a senior investment adviser with a deep understanding of the unique needs and strategic objectives of not-for-profit organisations – including aged care and senior living providers – and helps her clients implement best practice investment policies. Liz also connects clients to other parts of the Perpetual business, including Philanthropic services.

Before joining Perpetual, Liz was responsible for business development and investment consulting with an Australian-based global investment manager, providing asset allocation and investment policy advice, investment solutions and board presentations for more than 100 not-for-profit clients.

Liz has a Bachelor of Commerce, Master of Financial Planning, Graduate Diploma of Applied Finance and a Graduate Diploma in Management from the Royal Australian Navy Staff College.

Liz is President of a NSW Premier League Netball Franchise. She volunteers with the Wayside Chapel.

The Perpetual difference

A full, integrated range of services for Senior Living providers  

It’s imperative Senior Living providers optimise key financial, operational and investment decision-making. That’s where Perpetual, Fordham and Laminar Capital come in – we offer the combined expertise you need to prepare your organisation for the challenges and opportunities for the future.

Every organisation will be dealing with a unique mix of challenges. Some have strong investment processes but are dealing with strategic uncertainty. Others have strategic clarity but are struggling to improve operations and optimise how investments contribute to their bottom line.

The unique mix of capabilities within the Perpetual Group means Senior Living providers can access the exact mix of services and advice they need. Our advice process is both integrated and modular which means we can support you across the full range of your operations – or work with you on key areas of focus.  

We are passionate about helping Senior Living organisations generate better returns from their balance sheet assets through tailored investment advice, research and governance advice. We know this sector is highly conservative and so we work closely with management and board directors to establish tailored investment management strategies that balance risk with return generation in a way that each organisation feels comfortable with.

Like to know more about the investment philosophy and process used by Perpetual Private’s investment team, including sustainable and ethical investing?

Perpetual is an ASX-listed, diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company 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

Speak to an expert

To find out how we can help your organisation manage its long and short term investment needs, adapt to reform and make the strategic shifts needed to thrive, please call us on 1800 631 381 or submit the form below.

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, 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. To view the Perpetual Group's Financial Services Guide, please click here. 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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