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Showing 1 - 6 of 6 results for "Jacaranda Financial Planning"

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... high-net-worth clients, charities, and private businesses through brands including Perpetual Private, Fordham, Jacaranda Financial Planning, and Priority Life.

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's $235.6 million in revenue in FY25 but saw a 5% drop in underlying ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding agreement, or that any transaction would proceed. Perpetual ...

Perpetual holds steady

ELIZABETH MCARTHUR  |  FRIDAY, 28 JAN 2022
... company also reported progress during the quarter on the integration of two recent acquisitions, Jacaranda Financial Planning in PP and Laminar Capital, which are owned by PCT. Based on preliminary unaudited financials for the half year ending 31 December ...

Perpetual ups acquisition liability

KARREN VERGARA  |  FRIDAY, 13 AUG 2021
... to the end of June. Yesterday, the group announced that it acquired boutique financial advice firm Jacaranda Financial Planning for an undisclosed amount.

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... boutique financial advice firm with over 1000 clients and $915 million of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and Melbourne. Jacaranda has 24 staff ...
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