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Inventure works with Perpetual to offer an enhanced range of services to suit clients' financial needs.

Perpetual is one of Australia’s most experienced investment services groups, providing investment products, financial advice and corporate services to individuals, families, financial advisers and Australian organisations.Founded in Sydney in 1886, Perpetual has helped generations of Australians invest and manage their wealth through all market conditions.

Perpetual are one of the top 100 companies listed on the Australian Securities Exchange, and manage investment funds exceeding $24 billion, administer over $246 billion of client funds, and advise clients on over $6 billion of investments, including:

  • Personal wealth management
  • Wealth maximisation opportunities
  • DIY superannuation and advice
  • Strategies for wealth protection
  • Investment recommendations
  • Retirement planning
  • Life
  • Income protection
  • Estate planning
  • Philanthropic services
  • Small business advice
  • Risk insurance

A financial plan can prepare for major events in your life such as starting a family, changing jobs or retiring. Perpetual’s advice is supported by an ongoing relationship with Inventure helping to optimise your investment, debt and taxation position.


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For further detail and assistance from Inventure's experienced team Contact Us or complete an Enquiry Form