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Perpetual is trusted to protect and grow our clients’ wealth since 1886
A track record of income and franked dividends
Perpetual Equity Investment Company (ASX:PIC)
AFR innovation accolade for Perpetual Digital
One of Australia’s most innovative companies.
FY24 Sustainablity Report
Read more about our performance on sustainability in our FY24 Sustainability Report
- PIC is designed to deliver a regular income stream and long-term capital growth. Search for ASX code PIC.
- Perpetual Corporate Trust’s innovation company, Perpetual Digital, receives prestigious recognition as one of Australia’s most innovative companies.
- FY24 Sustainability Report
- A team of women financial advisers dedicated to helping women achieve, manage and maintain financial wellbeing.
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Trust is earned every day
Perpetual Group is a global financial services organisation and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.
We help protect and grow our clients’ wealth
We are an expert adviser to high net worth individuals, families and businesses, a leading provider of corporate trustee services and one of Australia's most trusted investment managers. Our recent acquisition of Pendal Group Limited brings together two of Australia’s most respected active asset management brands to create a global leader in multi-boutique asset management.
Our commitment to sustainability
From our origins as a trustee company in 1886, Perpetual Group has supported our clients and communities over generations.
For Perpetual Group, sustainability means considering the risks and opportunities relating to climate change on behalf of our clients, building an inclusive, high-performance culture, strengthening local communities and working to uphold good governance, accountability and integrity in all we do.
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Our process
1. Discover
We listen and we don’t act until we understand.
Our advisers will start by establishing a crystal-clear understanding of your personal and/or business circumstances and identify what is important to you. In this introductory stage, we will also ask you a few questions around your budgetary guidelines and expenses to establish a clear understanding of the types of cover most suitable for you.
2. Research
We uncover the cover best for you.
Your adviser and their paraplanner undertake thorough market wide research across all insurers and carry out in-depth policy & contract analysis. All our research takes into account a pre-assessment of any medical & financials issues and includes in-depth premium analysis.
3. Advice
We provide intelligent and expert advice.
Our advisers will discuss the outcome of the research and an evaluation of the proposed levels of cover. We will provide a Statement of Advice and discuss the best options for you and your circumstances.
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Australia and New Zealand
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Americas
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Singapore
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United Kingdom
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Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.