Our Goal Based Approach
Like many advisory services, Perpetual’s approach to financial planning and advice is performance based; however, we define performance differently. Rather than only using returns as a strict and often malleable measure of success, we plan and gauge success based on our clients’ achievement of their financial and lifestyle goals.
In this way, in order to perform, it’s imperative to have a client centric relationship based on familiarity and engagement from the start.
Similar to good fitness advisers who measure success on how much healthier and happier a client is rather than weight loss or gain, we view returns as just one of many levers to achieving financial goals. Fortunately with our breadth of offerings we have many levers.
Not everyone has “5 year goals”. We will just ask you to think about what you might be interested in having in the next 1, the next 3 years and long term.
For example, do you want to pay off a credit card, a loan or buy a car? In the next 3 years, will you need to afford a school for your kids or buy a home? In retirement, are you thinking you might want to sail around the world?
Maybe sailing around the world means doing so as part of a crew and not by yourself. We help you find the ways to make your goals happen.