About Us

Planning Futures

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We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Accounting Service
  • Investment advice
  • Financial planning

As an independent accounting and financial services firm, we can access many different products so you can get the right products and services for you.

Comprehensive Approach

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  • We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

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  • Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

Our services

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Investment Consulting

  •  The most valuable service Perpetual Specialist can offer to clients is property consulting and industry sound advice to guide them along their property investment journey. We understand the challenges that are faced when purchasing property, whether it is for investment or to live in. This is why we offer our expertise and knowledge. Through advice on how to build successful property investment portfolios and optimize property assets, we aim to help clients reduce risks and achieve financial independence.  

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Financial Planning

  •  Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. Working with a professional financial planner can give you confidence and peace of mind that your financial future is secure.  

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Accounting Services

  •  Perpetual Specialist provides comprehensive tax and accounting solutions to both our international and local customers.  We offer prudent taxation advice and enable our customers to make well-informed decisions. As registered tax agents and certified public accountants, we cater to the needs of businesses and individuals 

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Contact Us

PERPETUAL SPECIALIST PTY LTD

Level 24, Aurora Place, 88 Phillip Street, Sydney, NSW 2000, Australia

02 9160 6246 customercare@perpetualspecialist.com.au

Hours

Monday - Friday: 10am - 5pm

Saturday: By appointment

Sunday: Closed

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