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Our Proposition and Methodology

Our proposition

Who do we act for?

We act for private businesses, their owners and their families

We help business owner clients …

… understand and manage their business

Our planning methodology and active advice assists in building profit and value, managing risk, withstanding hardship, seizing opportunities, extracting wealth and ultimately, dealing with succession.

… build and protect their wealth

Our asset protection philosophy isolates business risk from personal assets and provides a framework to quietly build wealth in a structured, risk aware environment.

… plan and structure their lives

Our methodology integrates taxation, wealth, retirement, investment and estate planning to facilitate co-ordination of the key stages in the lives of our clients and their families.

What value do we bring?

We provide a depth of service that only comes through unconditional market focus

As we work only with one type of client we understand the big picture. Our approach to maintaining knowledge and skill is delivered through our client service philosophy, methodology and framework. Our commitment to planning with our clients builds our relationships and sets our service agenda for the future. As a result we become their valued and trusted advisor.

“Fordham helps business owners solve their problems and plan their futures”

Our methodology

How do we make this happen?

We plan

Our unique and proven planning methodology sets a long term agenda for the life cycle of the client.

We build strong relationships

We get to know our clients and all facets of their business and lives. This means our service structure can be tailored to facilitate cost effective communication and service at the appropriate levels.

We drive knowledge

Our centres of excellence in taxation, business theory, economics, superannuation, the motor industry, wealth accumulation, franchising and corporate finance position us at the forefront of specialist areas of knowledge, ultimately benefitting our clients.

We understand the business owner

Our people have an intricate knowledge and understanding of the workings of private businesses and their integration with the wealth of the owners and their families.

We help them build wealth

As a specialist part of Perpetual, we can offer portfolio management, strategic advice, superannuation management in accumulation and pension phases and investment research.

We understand the life cycle of the client

Our service methodology builds both the business (active) value and the personal (passive) wealth of business owners by utilising an integrated set of services throughout their lives.
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