“For any broker getting a succession plan in place for your brokerage can be very tedious and something I have ignored for many years. I was referred to Perpetuity. My succession plan was dealt with efficiency and was finalised speedily with the help of the friendly team of actuaries at Perpetuity. I was impressed with their knowledge and understanding in this area, and they showed an eagerness to help me wherever required which made this process much smoother than I initially envisaged. I can recommend Perpetuity to assist with any succession plan that you need to have done. Thank you Perpetuity team! ”

“My succession plan was completed with my interests fully considered and flexibility was given when required”

“Having attained retirement age, I recently went through the whole succession planning process and the patience, thoroughness, transparency, technical and most importantly the honesty and integrity were both comforting and beyond reproach. I am now assured and comforted that my clients’ needs and best interests, being paramount, are protected and most importantly well stewarded and well served going forward”