Our Advisers and Consultants
Perpetual people
Perpetual people are passionate about what they do and have a genuine interest in the well being of those who have entrusted them with safe guarding their valuable capital. It is a responsibility that the Perpetual team takes very seriously.
Financial Advisers
Your personal adviser’s role is to help you identify what goals you want to achieve in the near and long term and then devise a strategy and plan to help you achieve them. This is the beginning of a longer term relationship to help ensure you remain on track to achieving them.
As part of our stringent quality controls, each adviser must meet qualification standards, consistently perform at strictly monitored levels and undergo an annual internal audit to ensure the service they deliver is a very high level.
Trusts, Wills and Estate Planning Consultants
Our consultants are specialists in trust planning, establishment and administration - helping you to determine if a trust is the best option for you and if so, how to structure it to benefit you. They are also experts in wills and estate planning, helping you to preserve what you have by working through with you all the details and requirements for your estate to ensure your wishes are carried out as you instructed. They manage the legal requirements to complete the will.