Perpetual and Fordham work together to help Aboriginal communities invest and distribute their money sustainably and in the best interests of the whole community.
Perpetual is Australia's oldest trustee company and it has been helping Australians to grow and protect their wealth for over 130 years. It works with 19 Aboriginal communities across Australia, acting as trustee and investment manager, managing their funds to help the communities meet their future goals.
Perpetual also extends its relationship with Aboriginal communities through its Reconciliation Action Plan.
Why work with Perpetual and Fordham?
Our long trustee heritage and the personal commitment and experience of the Perpetual and Fordham team make all the difference.
Fordham specialises in delivering member benefits programs and consulting services to Aboriginal communities around Australia. Working closely with our native title trusts and investments team, we will ensure that your community's needs are met. Fordham can provide the full suite of accounting services, as well as project analysis, business structuring advice and executive office services.
Why run a trust?
Grow and protect
Jennifer loves helping her clients to realise their ideal futures, at home and at work, through properly managing and structuring their complex affairs. She advises her clients on all their business and personal affairs and pays particular attention to properly choosing and controlling investments and assessing and managing risks.
A priority for Jennifer is helping her clients use their wealth to create an enduring legacy for the benefit of their children, grandchildren, the community and beyond. After all, what is the point of accumulating wealth if a business owner has no time to enjoy the benefits of their hard work?
Sharon assists business owner clients across a broad range of industries, helping them to navigate their personal and business wealth journey and weigh up important decisions along the way. She has broad experience in taxation and business with particular expertise in complex tax advice and structuring, planning for succession and retirement and dealing with complex family and community issues.
In addition to working with business owners, Sharon is passionate about leading Fordham’s Indigenous Consulting Team, which is part of Perpetual’s broader service offering to Aboriginal communities. This team provides Executive Office and consulting services to communities across Australia.
Clients enjoy Sharon’s attentiveness, responsiveness, her ability to listen, and to provide targeted and practical advice. She is exceptionally talented at developing strong, long-term relationships, and is known for her ability to communicate complex issues in a way that is easy to understand.
Industry specialisation: Property & Construction, Retail, Native Title
Alicia joined Fordham in 2004 as a graduate. From 2008 to 2010 she worked in London as a financial accountant and forensic accountant. Alicia then returned to Fordham, applying her breadth of knowledge and experience to progress to Associate Partner.
Alicia provides support and advice for business owners across various stages of the business life cycle as well as for her clients’ personal wealth and passive investment structures – the Wealth Journey®. Alicia has particular expertise with business and owner planning, restructuring and estate planning.
Alicia enjoys building long standing relationships with her clients and their families. She provides tailored strategies and advice to suit their personal objectives and circumstances.
Alicia is keen to continuously improve her own skills as well as that of others within the firm. She supports our in-house knowledge development groups in business, tax, wealth, superannuation and estate planning.
Honest, reliable, friendly and constructive, Alicia’s clients and team alike have come to appreciate and trust her on both a professional and personal level.
Industry specialisation: Manufacturing, Retail, Property & Construction, Native Title