At Perpetual Guardian, we have been managing investment of charitable funds for over 100 years. Understanding the charities sector is core to our business. In 2016, the Chief Executive of a well-known Charitable Trust gave us the following feedback, “One of the things you are good at is really talking to and understanding the not-for-profits”.
We have various investment options, including a tailored Philanthropy Fund.
If you have questions regarding charitable investments or would like to find out more email firstname.lastname@example.org or contact investment expert Sumita Paul.
Investment & Philanthropy Partner
With more than 15 years of experience at Perpetual Guardian, and over a year prior to that in the financial services industry, Sumita has the skill and knowledge to help clients with their long-term investment goals.
As an Authorised Financial Adviser (AFA) and Certified Financial Planner (CFP), Sumita brings a high level of professionalism in providing estate and investment planning advice, as well as managing our client’s estates, personalised investment portfolios , Family Trusts and Charitable Trusts.
She enjoys establishing trusting, long-term relationships with her clients, which she finds delivers the best result for their financial future, and provides them with long-term prosperity and peace of mind.
Sumita has a Masters in Business Administration and a Grad Dip in Business (Personal Financial Planning). She is also a Member of the Executor and Trustee Institute (METI).
Outside of work, she is a busy mum to two very active boys and enjoys music and watching movies with her husband.