The Business Services Teams at Fordham take total responsibility for their clients
From within each team, they have the skill, experience and knowledge to manage the accounting and specialist taxation requirements of every client. They have the resources to help their clients build strategies to improve their business performance and value. They drive a risk mitigation focused approach to building client wealth outside their business, helping them deal with issues such as succession, retirement and estate planning.
As a specialist part of Perpetual, we have the resources to manage client investments and portfolios. We also have strong relationships with the most competent specialist advisors in Melbourne, as required.
Through structure, focus and training, each team values every client relationship and works hard to help them achieve their goals.