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About Perpetual Wealth
Our purpose is, and has always been, to create enduring prosperity.
Perpetual Wealth provides a range of advice and trustee services for individuals and families, charities and communities, businesses and organisations.
The business consists of Perpetual Wealth and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia. Each of the businesses offer a diverse range of capabilities.
Our businesses
Perpetual Wealth provides strategic advice on superannuation and retirement planning, trustee services, investment advice and management, asset protection, insurance, tax management, estate administration, succession planning and philanthropy. Learn more
Fordham provides tax and accounting services to private business owners and their families to manage their businesses and build and protect their wealth. Visit website
Jacaranda Financial Planning provides investment and strategic advice to high-net-worth pre-retirees. Visit website
Priority Life is a specialist risk advice business focused on meeting the insurance needs of medical specialists and other professionals across Australia. Visit website
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Proudly client-centric
Trust is in our DNA
Global citizen
Growth and future focused
Proudly client-centric
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.
Trust is in our DNA
Trust is an essential part of who we are, the way we work and the future we are helping shape – our enduring reputation is built on it.
Global citizen
We are, and have always been, committed to acting in the best interests of our clients and the communities we support to ensure a positive impact and help build a sustainable future.
Growth and future focused
We are transforming our business, growing our global footprint to bring our expertise, deep market knowledge and an ever-diversifying suite of product solutions to new clients and markets.
Supporting communities
For over 100 years, we have connected our philanthropic clients with high-impact organisations to support positive social, cultural and environmental change.
Through volunteering, corporate giving and advisory services, we strive to strengthen the not-for-profit sector to support disadvantaged communities and create positive impact.
We work closely with our First Nations clients and their communities to determine their own future.
Our inaugural Reconciliation Action Plan (RAP) was launched in 2013 and with each subsequent Stretch RAP we have reaffirmed our commitment to the journey towards reconciliation. Our commitment continues as we work on our next Stretch RAP, which will lay out the goals we are working towards with our clients, our people and with the communities in which we operate.
We also commit to take action to address modern slavery across our business.
Meet our people
From day one Perpetual Wealth has stood for clients. Generations of our people, doing what’s right over what’s easy. For us clients come first because we serve people not money.
Join us
We’re known in the market for our trusted brand and longstanding client relationships, and we’ve worked hard to earn this reputation, which is a direct result of the high-quality team we have here at Perpetual Wealth.
We value smart, innovative and client focused people who are motivated to get things done.
If you're interested in building a career with us learn more on our Working at Perpetual Wealth page.