I’m a Banker

Rely on our specialist advice and coordinate all aspects of your finances so you can begin to focus on what is important to you.

Putting your best interests first

Your career has enabled you to have a good idea of the markets and you feel you are relatively clued in on investments.

Although you could do this all yourself, do you really want to? Do you have the time required to devote to making sure you get everything correct and done properly?

Does this sound like you?

You’re time-poor and disorganised
You’d like to understand tax opportunities
You want to escape the rat race of working in the city
You wish to take a step back and improve your lifestyle
You need help organising your bonuses and employer stock
You live in fear of losing your job and need financial security
You’d like to know when you can realistically retire

How we will help you

Cashflow analysis

We base our advice around cashflow modelling and will understand your needs, goals and aspirations before taking steps to positively change your financial outlook.

Mitigate risks

A considerable amount of time is spent understanding your risk profile so we can invest wisely and understand any potential knock-on effects further down the line.

Understand tax

We work seamlessly to maximise growth and ensure your assets accumulate in the most tax-efficient way. As your career evolves, we will answer any questions surrounding tax.

Future planning

As you think about taking a step back, we will be there with you to help weigh up your options. Even if your income is lowered, we will ensure you can improve your lifestyle and wellbeing.

Creating superior value

Financial planning will give you time back and grant you a sense of organisation. You’ve spent years handling other people’s finances, and now you will have your own comprehensive solution that withstands the test of time.

Learn more

Professionals we’ve helped

Click on the videos to hear how we’ve helped other professionals achieve their goals.

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of clients would recommend us to family, friends or work associates

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believe working with us has helped to achieve their financial goals

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are satisfied that we understood their goals and objectives

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.

Alex & Rosie Wright

Working with Permanent Wealth gives me a lot of reassurance.

Jamie Thomson

Permanent Wealth makes us feel comforted and supported.

Laurie Maclachlan

I feel very confident about my financial future.

Peter Duckworth

I feel that Permanent Wealth is a firm that you can trust.