Moonlight as a Global Investor

Discover the Perks of Global Investing

Imagine owning a piece of a global shipping company, an international airport, or even an overland railway.
Whether you are at the beginning of your wealth journey, have recently acquired some wealth or are a seasoned investor, you can leverage our expertise, which includes an in-house, globally experienced investment research team, to maximise your private wealth potential.

Stay Local, Act Global

With strong SA roots, Perks Private Wealth leverages a strong network of Global Fund Managers and Unlisted International Assets. You can have the confidence of having local, contactable experts with global significance and reach.

If it’s right for your portfolio, working with Perks Private Wealth just might see you as a proud investor some of our unique unlisted asset classes, such as:

  • European ferries
  • European electricity
  • US tollways
  • Panamax ships
  • UK rail
  • UK Port
  • UK water
  • UK electricity
  • NZ power
  • Global Aircraft

And of course, don’t forget that we also have a multitude of Australian unlisted assets too!

Variety is the Spice of Life...the Unlisted Variety, especially

For clients who are eligible, our investment recommendations may include wholesale/sophisticated investment offers. These types of unlisted assets are our Perks specialty and are not normally made available to retail investors through mainstream structures.

The advantage of unlisted assets is that they can be more resilient to market fluctuations and provide unique investment opportunities.

Our investing principles are simple:

  • We believe effective diversification achieves strong risk adjusted longer term returns.
  • We do not favour a particular asset class or structure when searching for genuine investment opportunities.
  • We regularly undertake due diligence on wholesale offers. Our goal? To identify opportunities that are positioned to deliver better risk-adjusted returns to client portfolios.

Your personal financial objectives are unique to you. Whatever your priority – income, growth, tax effectiveness, volatility, liquidity – we work closely with you to identify which of these offers will be achieve your financial goals. From there, we conduct extensive research to construct client investment portfolios that will deliver on your financial objectives.

Get a Master of One (not a Jack-of-all-Trades)

Many wealth management firms have financial planners who work across both Insurance and Investments.

At Perks, our financial planning experts specialise in one specific area. They work alongside other specialist colleagues that cover the other financial advice areas and together, they provide greater continuity of advice. In a nutshell, we have seen that investing in specialist teams delivers exceptional client results.

We can provide guidance in all aspects of your Private Wealth with our specialist in-house teams:

  • Self-Managed Superannuation Funds (SMSF) Portfolio Management
  • SMSF Audit Services
  • Investment Advice & Management (Retail and Wholesale)
  • Personal Risk Insurance
  • Estate Planning
  • Family Office

 

Perks Private Wealth advice and services are provided by Perks Private Wealth ABN 086 643 058, Australian Financial Services Licence No. 236 551.

This document contains general advice and has been prepared without taking your personal circumstances into account. You should consider the appropriateness of it in light of your own personal circumstances. You should obtain and read the PDS and seek advice if necessary before acquiring any financial product. Please refer to our FSG (available here) for contact information and information about remuneration and associations with product issuers.

This information, including any assumptions and conclusions, is not intended to be a comprehensive statement of relevant practice or law that is often complex and can change. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

Simon Hele

Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

Nick Connelly

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

Nicolas Croft

Nicolas Croft

Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.

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