FINANCIAL SERVICES

Certainty. Clarity. Confidence

FINANCIAL SERVICES

Certainty. Clarity. Confidence

Perera Crowther Financial Services is a boutique financial advisory company, specialising in superannuation, insurance and strategic advice for corporate and individual clients. Founded in 2005, we have two Sydney offices, located in the CBD and in the Sutherland Shire, and serve clients throughout Australia.
Insurance

We arrange Group Insurance and Business Insurance for corporate clients, providing stability and risk mitigation for businesses. For personal clients, we develop  Income Protection, TPD and Life Insurance plans, providing security for you and your family.

Superannuation

We provide superannuation reviews and tenders for corporate clients, to help employers provide the most attractive default fund for their staff. We help personal clients manage their superannuation to maximise their returns according to their risk profile.

Strategic Planning

We help our clients and their families achieve financial freedom, through the development of financial plans that aim for a sustainable retirement income through tax-effective investment decisions and planning for uncertainty.

Legal Industry

We specialise in working with major legal firms to provide superannuation tender and advice services, and to arrange group and business insurance plans. With offices in the heart of the CBD legal district, we understand the profession, and provide personal insurance, superannuation and financial advice to a wide range of legal professionals.

Pharmacies & Healthcare

We have long-standing arrangements with large pharmacy networks to offer insurance, superannuation and financial advice to individual pharmacy owners and their staff. We have a full appreciation for the significant investment a pharmacy owner makes in launching their own pharmacy, and help you mitigate risks and focus on your business.

Business Owners & Professionals

Having built a business from the ground up over more than a decade, we deeply relate to the needs, challenges and opportunities facing small-medium business owners and aspirational professionals. We have valued long-term clients in a wide range of industries covering everything from manufacturing to retail, food, fashion, trades and construction.

I have no doubt regarding the value of an intermediary for us as an employer as well as for our employees who directly benefit from having access to such valuable advice and guidance.

Kate Roberts HR Manager, Kyocera Document Solutions Australia