Perpetual Private provides tailored, holistic financial advice and solutions for successful individuals, families and community-based organisations. Fordham, which is part of Perpetual Private, acts exclusively for private business owners and their families to manage their businesses and build and protect their wealth.Perpetual Private’s hallmark is the breadth of services available to clients as we seek to meet their often-complex needs at various life stages, and often across generations. Our advisers provide strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy.

In recent years, Perpetual Private has acquired Jacaranda Financial Planning, a leading financial advice business in Australia providing high quality investment and strategic advice to the high net worth pre-retiree segment of the wealth management market, and Priority Life, a specialist insurance business focused on meeting the needs of medical specialists and other professionals across Australia.

As one of Australia’s largest managers of philanthropic funds, we manage approximately 1000 charitable trusts and endowment funds, which support medical, social, environmental, religious, cultural and educational causes.

The unique combination of professional trustee management experience, fiduciary heritage and investment management capability has seen Perpetual Private become a key partner in the prudent and effective management of Native Title trusts, a new and growing part of our business.

One of Perpetual Private’s strengths is our expertise in protecting and growing wealth over the very long term – reflected in the fact that many of our advisers have client relationships spanning generations of the same family.

Our wealth management brands

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Perpetual Corporate Trust’s (PCT) vision is to be the leading fiduciary and digital solutions provider to the banking and financial services industry.  Renowned domestic and global financial institutions leverage our unique suite of products across debt markets, managed funds, and digital solutions to support their business strategy, while acting in the best interests of all parties.

Perpetual Digital, PCT’s innovation company, is a professional services business delivering SaaS products and data services. Our mission is to drive the success of our own PCT business as well as our clients by delivering next generation software and data solutions.

Our strategy is simple: enable client success by focusing on helping clients, and the broader eco system, be more effective, efficient, scalable and economical, while managing ever-increasing cyber security risks and maintaining compliance.

PCT has four business divisions with a broad range of products and services.

Debt Market Services includes trustee, document custodian, agency, trust management, accounting, standby servicing and reporting solutions.

Perpetual Digital provides data services, industry roundtables, software-as-a-service products as well as fixed income dealing and advisory through Laminar Capital.

Managed Fund Services offering includes responsible entity, wholesale trustee, custodian, investment management and accounting services.

Our Singapore business provides both debt markets and managed funds products, specialising in Singapore Real Estate Investment Trusts “S-REITS” and cross border capital flows into Australia.

Our Corporate Trust brands

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