Perpetual Trust

125 Years' Experience

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Financial Planning and Investment Advice

Planning for your future isn't easy.

You may need help from a professional, qualified source to take a planned approach to your finances. Achieving your financial goals and living well in retirement doesn't happen by accident.

Perpetual Trust can help you identify your short, medium and long-term goals and decide on an individually tailored plan to achieve them. This plan will safeguard you and your family against future uncertainties while providing a realistic “map” for building sustainable wealth. We have the qualifications and expertise to ensure the long-term growth and security of your assets.

We offer financial advice so that clients can take a planned approach to ownership, investment, retirement and risk so you can:

  • Build wealth to achieve your key objectives
  • Plan for unforeseen events
  • Achieve financial security for your retirement
  • Protect the value of your assets
  • Safeguard your assets against business risk or matrimonial dispute
  • Arrange the orderly transfer of your estate to your heirs
  • Maximise the returns and capital appreciation on your investments
  • Actively manage your portfolio by providing regular reporting including investment performance and taxation information
  • Look after the day-to-day administration of your shares, stocks, bonds and other investments, including the collection of interest and dividends on your behalf
  • Arrange regular reviews of your investments and implement changes to help build your assets so you have a solid financial future
  • Arrange regular income payments to you for your day-to-day expenses.

How it all works

We have an initial meeting with you to discuss your objectives. Based on this information, our evaluation of your financial position and the economic environment, we prepare a plan specifically for you. We explain the plan to you and ensure you understand it fully by answering any questions you may have. With your approval, the plan is put into place. We report back to you on the progress of your plan at regular intervals.