The team at Perpetual Guardian base our investment advisory on the following pillars:
- Listen - Our advice process is very much dependent on the quality and depth of our engagement with you.
- Advise – We will consider all the information provided and make our recommendations clear and concise.
- Implement – We will implement any agreed strategy and report to you once implementation has been completed.
- Monitor – We will agree on your preferred method and frequency of contact for formal reviews and reporting with you.
Our Investment Style
You work hard for your wealth, so we’re generally cautious with an emphasis on capital preservation.
This investment style has evolved over decades of developing our investment beliefs with an over-arching recognition of our fiduciary history. We have been looking after other people’s money for over 135 years and whilst the latest trends may be very appealing to some sectors of the market, experience dictates a more cautious approach is the less volatile path.
Consequently, our longer-term strategies enable us to deliver consistent results that reflect our long-term views and beliefs.
We also favour evidence-based tracking of markets that we believe are effective. These are generally the developed markets of the US, Europe and Japan. We favour exposure to these markets via Exchange-traded Funds as a cost-effective entry into highly developed sectors. We do, however, believe that local markets are of sufficient size and scale for us to add extra value with direct exposures to both share and bond markets in both Australia and New Zealand.
Who are our clients?
Whilst every client has different goals and needs, we have a diverse group of individuals and entities that we provide investment services to. These include:
- Individuals (mums and dads including Gen X and Y) – from singles to married couples to divorcees and blended families with complex asset structures;
- Trustees of Trusts and attorneys (Enduring Powers of Attorney);
- Charitable Trusts;
- Businesses (including business owners);
- Retirees; and
- Wealth accumulators.