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For the individual

Perlov & Associates are experts in their field, we have over 60 years of experience in the financial planning environment and over 2000 clients. We are a boutique,  bespoke financial services organisation whose purpose is to give our clients peace of mind, now and into the future.  We do this by advising you on how to Secure the unknown, Diversify your portfolio to ensure abundance, Preserve your own and your family's dignity and most importantly for you to Thrive while you’re Alive.

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RISK

RISK

Thrive while

you’re alive

Each human is in pursuit of the core purpose to thrive while they’re alive.

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RISK

WEALTH

Preserve

dignity

A full life falls short when the risk of being stripped of our dignity weighs heavy on our mind. 

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RISK

HEALTH

Diversify for

abundance

Abundance is the enrichment of your life and the lives of those you care for, those you wish to leave your legacy to. 

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RISK

SHORT TERM

Prepare to secure the unknown

Preparation in the real world is best managed in the same practical, pragmatic manner in which you’d tackle the challenge of reaching the summit of Everest.