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Showing 1 - 7 of 7 results for "Priority Life"

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... 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
... 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 profit before tax ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... 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 will keep shareholders ...

Perpetual Wealth Management adds five senior advisers

ANDREW MCKEAN  |  MONDAY, 28 APR 2025
... Australia as senior financial advisers later this month. Patrick Malone has already joined as a partner leading Priority Life, Perpetual's specialist risk advisory business. Perpetual Wealth Management chief executive Mark Smith said the new hires would ...

Perpetual profits plummet

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... acquisition of Barrow Hanley, Mewhinney & Strauss announced, and strong growth in adviser numbers plus the acquisition of Priority Life in Perpetual Private." The firm's new operating model saved Perpetual somewhere between $18-$23 million, he said. ...

Profits down as Perpetual looks to future

HARRISON WORLEY  |  THURSDAY, 20 FEB 2020
... focused on supporting our clients and their needs," Adams said. Adams highlighted Perpetual Private's acquisition of Priority Life and its increased number of "high quality" advisers, which grew by 24% in the last year. Net outflows of $1.5 billion buffeted ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
Perpetual picked up a Melbourne-based specialist risk advisory business. Perpetual has acquired Priority Life, a specialist risk advisory business with a strong focus on medical practitioners, professionals and business owners, to strengthen its risk ...
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