Perpetual
Last Updated
Overview
Perpetual is one of Australia's largest wealth managers, an expert financial adviser to high net worth individuals, families, and businesses, and a market-leading provider of trustee services to the securitization and managed fund industries. It is a financial services company with a rich history dating back to 1886 (Their founders include Australia's first Prime minister).
Across their three businesses – Perpetual Investments, Perpetual Private, and Perpetual Corporate Trust – they protect and grow their clients' wealth, with the belief that by doing so, they can make a difference in their lives.
At Perpetual, they value diversity and bring the best out of their people by promoting flexible work. Their team enjoys being part of a company trusted by clients for over 130 years. They pride themselves on their long-standing client relationships, some of which span four generations.
Whether someone is starting their career or seeking their next challenge, Perpetual can provide the opportunity for them to make the most of their ability and ambitions.
They are experts in wealth funds management, investment products, financial advice, philanthropic services, asset management, managed funds, investment management, Australian equities, global equities, fixed income, trustee services, retirement planning, and more.
Perpetual Reviews
Total 13 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars92%
4
Stars8%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Business services, 1-10 employees
Less than 6 months
“Help clients achieve goals”
Pros
Perpetual really helped our client move toward their goals. The results have been solid and the client is pleased with how users are engaging with the pages. The team has also been consistently strong with sticking to deadlines and keeping things within the planned budget. Another thing the client mentioned is how flexible the team is throughout the process.
Cons
Nothing comes to mind that Perpetual needs to improve. To be honest, its a great software.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Advertising & marketing, 1-10 employees
Less than 6 months
“validated app design”
Pros
It has delivered a validated, development-ready app design that covered every requirement of ours and delivered a really solid UX. The process felt well organized too, with consistent biweekly meetings and clear communication through email and Slack. Whenever feedback came in, they turned it into practical, actionable design updates quickly. Overall, their responsiveness stood out a lot and kept things moving without delays.
Cons
Everything ran excellently. If there's one small tweak that could make the workflow even faster, it would be providing a couple of visual examples of the materials they'll need from clients before kickoff. That way clients can show up prepared and the team can start even earlier.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
9
Business services, N/A employees
Less than a year
“immense positive feedback”
Pros
It's login experience got a lot of positive feedback which was a big win for our launch. Their team clearly knows Webflow well and also brought strong design ideas to the table. They were flexible throughout the process and really pleasant to collaborate with.
Cons
Project management and communication could use some tightening. One critical part of the build wasn't ready until after go-live. We share some responsibility since our internal approval steps take a while but the updates about the delay didn't feel direct enough especially around the single sign-on timeline.
Rating Distribution
Ease of use
9
Value for money
7
Customer Support
9
Functionality
8