Perpetual LOYALwin an experience money can't buy!
Whether it’s ocean racing or managing your money, everyone faces a range of conditions but only some do well. Here’s what it takes to succeed.
It might take Perpetual LOYAL just two days to get to Hobart - but the hard work started months ago. Boat modifications, crew training and developing strategies for all weather conditions - get these wrong and you’ll be beaten before you start.
A financial plan from Perpetual centres on achieving your personal and wealth goals while managing the risk thrown at you by markets, the economy – and the unpredictable future.
Winning the start needs careful planning, great timing, and an ability to make decisions in a high-pressure situation with an almost infinite number of variables. It takes a cool head to time it right under this kind of pressure.
Our advisers do more than lay out plans and select investment products. They seek a deep understanding of your needs and add discipline and strategy to your decisions – whether they’re about investments, a family trust, estate plan or philanthropy.
You’re first out the Heads - but now what? Ride the East Australian Current pushing you south, or sail a shorter course inshore? What about wind shifts, the sea state, your competitors? Make a plan, take calculated risks, and back yourself. It’s the only way.
A key part of Perpetual’s investment philosophy is managing risk through in-depth analysis - and investing in quality assets.
You roll into the waves, staving off boredom and seasickness. Suddenly there’s a squall, and an urgent sail change with waves crashing over you. It’s not glamorous, but this ultimate test of teamwork is why the Sydney to Hobart is on every sailor’s bucket list.
Perpetual services more than 960 charitable trusts, foundations and endowments. We can help you share your good fortune with others.
Hurricane-strength winds and waves as high as a 12-storey building – that’s the Bass Strait. Tackling one of the world’s most feared stretches of water is not for the faint-hearted. But it takes skill as well as courage.
Value investing, long practiced by Perpetual Investments, can put you ahead of the pack with the simplest of strategies – buying assets that comprehensive research tell us are priced below fair value. That may increase your chance of a good return – and reduce your risk.
You’re exhausted, wet, cold. The blowy Bass Strait is behind you and you’re tempted to relax. But this is a marathon, not a sprint, and the final push along the Tasmanian Coast is where all the training pays off.
Life’s not a harbour cruise. Perpetual’s investment funds and financial plans are designed to last – through life’s tougher times and when plain sailing.
THERE IS A TIDE...
WHICH TAKEN AT
THE FLOOD, LEADS
ON TO FORTUNE.
The LOYAL Foundation was set up by Bell Partners in 2009 with the sole goal of raising funds for charities such as the Humpty Dumpty Foundation, who provide much needed children’s medical equipment to Australian hospitals.
Since its inception, the LOYAL Foundation has raised over $4 million and the Humpty Dumpty Foundation is our main patron charity again this year as we aim to raise over a million dollars.
The LOYAL Foundation is a charity with 100 cents in every dollar donated, making its way to eligible charities.Donate Today