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Advice and trustee services
Mail: GPO Box 4172, Sydney, NSW 2001
Philanthropic services
Mail: GPO Box 4172, Sydney, NSW 2001
Please note that any information provided to you is of a general nature only and does not take your specific needs or personal circumstances into consideration. While we are more than happy to discuss our products and investment options with you on a factual basis, Perpetual recommends seeking the aid of a licensed financial adviser to facilitate your investment decision.
Clients
Enquiries from investors regarding Perpetual Select Investment Funds.
Members
Enquiries from members regarding Perpetual’s Select Super and Pension Plans.
New Zealand Investors
Perpetual Lenders Mortgage Services (PLMS)
PLMS is no longer part of the Perpetual Group. The business has been acquired by First Mortgage Services (FMS).
Please note that any information provided to you is of a general nature only and does not take your specific needs or personal circumstances into consideration. While we are more than happy to discuss our products and investment options with you on a factual basis, Perpetual recommends seeking the aid of a licensed financial adviser to facilitate your investment decision.
Investment products and services
Enquiries from Advisers regarding Perpetual Investment products and services including WealthFocus, Pure Series, Select and Investment Funds.
Super products and services
Enquiries from Advisers regarding Perpetual Superannuation and Pension products and services including WealthFocus and Select Plans.
New Zealand advisers
Portfolio administration service
External dealer groups only
Speak to an expert
Make an appointment to speak to one of our expert advisers about how Perpetual Wealth can help you achieve your financial goals. Complete the form below and one of our experts will contact you.
Perpetual Client Advocacy
Our Client Advocacy team is separate from our operational businesses and responsible for assisting our clients to achieve a responsive, timely and fair resolution to complaints they raise against Perpetual. For more information about our complaints process and how our dedicated and independent client advocacy team can assist.
Security
Perpetual is committed to protecting the security of your personal information and helping you to be better protected against online and social media scams and fraud.
Contact us or call us on 1800 022 033
Making a complaint
At Perpetual, we appreciate trust is earned when we do the right thing by our clients. We want our clients to be satisfied with our products, services and processes, but we know that we’re not perfect. When something does go wrong or doesn’t work out as expected, we welcome the opportunity to try and make things right for our clients and ensure your issue is dealt with fairly.
If you have a complaint or concern, for more information on how to lodge a complaint with us and our complaints process.
Our office locations
Perpetual Wealth
Sydney (Head Office) | Warrang
Gadigal People
Angel Place, Level 18, 123 Pitt Street Sydney NSW 2000
+61 (02) 9229 9000
Fordham Group
Tax, accounting and business advisory
www.fordhamgroup.com.au
Priority Life
Expert risk insurance advice
www.prioritylife.com.au
Jacaranda Financial Planning
Super and retirement strategies
www.jacarandapf.com.au
Not a client of Perpetual Wealth?
The information on this website has been prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML) and issued by Perpetual Trust Services Limited ABN 48 000 142 049, AFSL 236648 (PTSL), which is also the responsible entity and the proposed issuer of units in the Perpetual Credit Income Trust (the Trust).
The information contained in this website is general information only, is not financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement of the Trust dated 8 March 2019 prior to making any investment decisions in relation to the Trust. If you require financial advice that takes into account your personal objectives, financial situation or needs you should consult your licensed or authorised financial adviser.
Neither PIML nor PTSL guarantees the repayment of capital or any particular rate of return from the Trust. Neither PIML nor PTSL gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained on this website. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not a reliable indicator of future performance.