About
Perpetuity
Perpetuity is a trusted succession planning and acquisitions consultancy for financial broker led businesses.
We leverage technology, innovation and our years of industry experience to tailor succession plans for each clients’ specific succession planning needs.
As actuaries, we have the technical knowledge to ensure a fair bespoke deal is reached that meets all stakeholders’ expectations by applying a completely transparent approach.
We Follow 5 simple yet professional steps:
Are you confident that your business will continue to run smoothly after you or your most important employees retire, explore new opportunities, become disabled or pass away?
Perpetuity
Our Mission and Vision
Our Mission and Vision
To walk the succession planning or exit strategy journey with business owners in the financial/broker business industry in a way that protects the legacy, integrity, knowledge capital and reputation of the business.
To establish Perpetuity as the trusted consultancy in Africa for small business owners in the financial services sector & manage compliance and the journey of:
● Exit/retirement strategy for financial broker businesses,
● Broker partnerships and acquisitions,
● Building an administration hub, and
● Building the broker through technology.
Our VALUES
Longevity
Ensure longevity by focusing on the core business whilst improving efficiency by employing technology & innovation.
Ethical
Conduct ourselves ethically in: (1) regulatory framework (2) law (3) codes of professional conduct (4) governance, (3) ethics in investment and (5) ethics in financial markets.
Reliable
Reliability sustained by the credentials and experience of Perpetuity Management which includes: Fellow of the Actuarial Society of South Africa, Chartered Financial Analyst & Certified Financial Planner.
Innovative
Improve the way Perpetuity and our partners do business by staying abreast of technological innovation thereby making our operations more competitive and improving the bottom line.
Leader Based
Lead by setting and achieving challenging goals, taking fast and decisive action when needed and inspiring our team to perform at the highest level.
Established
Grow and maintain reputable relationships with partners built on quality service, trust and consistency.
