Is your financial advisor looking at your business through a rear view mirror?

Just like you, we look forward to your future security and financial freedom.

At Perks Wealth Management, we know you work hard for your money. That's why we work just as hard to make your money work for you, your family and the generations to follow.

Always mindful of your personal circumstances, needs and investment objectives, our team of experienced Certified Financial Planners and Authorised Representatives are constantly looking for opportunities to maximise your investment return whilst tax-effectively managing the risks.

Through strategic financial advice and ongoing wealth management, we'll empower you to achieve your financial goals with.

• Integrated Financial Planning
• Tax Effective Investment Portfolio Management
• Risk Management and Personal Insurance
• Individual and Corporate Superannuation Advice
• Asset Protection
• Retirement Planning
• Estate and Succession Planning

Well connected to key players in the investment process and a finger firmly on the pulse of the Australian Financial Markets, our strategies are driven by precise information and an intimate understanding of the current investment landscape.

As experienced financial advisors, we appreciate that wise decisions are based on insight and accurate information. So, before you decide on anything, we encourage you to find out more about who we are and what we do by carefully reading our Financial Services Guide.

Perks Portfolio Service

Perks has developed a unique portfolio service for our clients. This service is perfect for clients who don't have the time to keep track of the paperwork associated with owning and managing a portfolio. You can stay on top of your portfolio though online access and will be provided with advice, research, new investment opportunities and legislative news relevant to you. The Perks Portfolio Service provides the following:

1. Comprehensive adminstration of your portfolio (receiving contributions, sales proceeds, dividends, interest, distributions etc. and paying all purchases, transactions costs, taxes and fees, pensions etc.).
2. Maintaining transaction records including tax reporting for your accounting needs.
3. Undertaking regular reconciliations of the bank account.
4. Client internet access to portfolio reports.
5. Comprehensive quarterly reporting.
6. Regular investment and economic updates.
7. Priority allocations to new issues, floats and placements.
8. Proactive advice of corporate actions (buybacks, rights issues, entitlements, capital reconstructions).
9. Unlimited access to advisers, together with regular meetings to facilitate the above in a disciplined fashion.

Download the latest Perks Wealth Management Brochure



Perks Wealth Management Pty Ltd is the holder of an Australian Financial Services Licence No. 236551.