Planning and Advice
Effective financial solutions can help you reach your goals whether that means fast-tracking a mortgage, going on an overseas trip, providing for your children’s and grandchildren’s educations, or ensuring that you can enjoy a comfortable lifestyle long after you have left the workforce or retired from business.
Money is a complex arena, with countless investment options from managed funds to art collections. Add in issues like tax loopholes, trusts, estates, exchange rates and global economics, and the financial arena becomes a potential minefield.
So how do you navigate these complexities to make sure your finances are in peak form? You bring in the experts.
Perpetual’s advisers know finance inside and out – they know the importance of diversification and asset allocation, they know the new tax rules, they know the difference between a term deposit’s stated interest rate and the real after tax rate of return. But what’s most important is that they know you.
Our Advice Proposition summarises your adviser relationship.
- With your Perpetual adviser, you have an on-going relationship with someone who works with you over the years to help you meet your goals
- At the start your adviser gives you a realistic idea of what you can expect financially
- And each year, your adviser will provide a comparison of the actual performance against the plan and projection, revisit the goals and objectives, and recommend adjustments as needed
- It’s the ongoing adjustments (which might be due to actual returns, changes in your circumstances or your goals, or external factors impacting the plan) that bring the plan to life and give you the best chance of meeting your goals
You can get started with an adviser with a complimentary consultation. Find an adviser by clicking here or go here to read more about getting started.