Family Office

Perks Family Office

Where tradition meets innovation, and where your family’s legacy finds its true potential.

Our Heritage

Established in 1981, Perks stands as one of Australia’s largest privately-owned Accounting and Wealth Advisory firms.

Since the emergence of our Private Wealth division in 2000, we have been pioneers in providing comprehensive Family Office services in South Australia.

Today, we are entrusted with managing a portfolio exceeding $1.3 billion in client funds. Our commitment remains steadfastly dedicated to supporting the growth and success of privately-owned businesses and their owners, ensuring their financial aspirations and legacies are achieved.

Our Difference

Since 2000, our integrated service model has been the cornerstone of a truly holistic Family Office service that considers every aspect of your wealth: from your business enterprises and market investments to real estate and industry initiatives.

We connect South Australian families with elite strategic partnerships and exclusive private assets, leveraging macroeconomic and investment insights from leading global investment houses. This intelligence is distilled through our proprietary tools, honed over three decades, to deliver clarity, bespoke opportunities, and the conviction necessary to sustain your multi-generational legacy.

You will have direct access to Australia’s most experienced wealth management specialists, engaging with them personally in our Adelaide office.

“Wealth can provide enormous opportunities and happiness, but it also brings complexity which, if not well managed, can undo all of the benefit”

-Simon Wotherspoon, Director, Perks Private Wealth

Supporting Intergenerational Wealth

From your first interaction with us, we focus on listening and understanding your deepest concerns to shape a clear, purpose-driven strategy for your wealth.

We understand that money is not merely a financial asset – it is intricately intertwined with family dynamics, values, and relationships. We place great importance on fostering open communication and preserving harmony within families as we navigate the journey of wealth management together.

Our strategies for multi-generational planning focus on preserving and growing your family’s businesses, investments, and individual legacies. We also simplify the complexities of wealth transfer, ensuring tax-effective transfers from your business to your personal entities.

Your Team

Your wealth embodies your life’s work and family legacy – it deserves a dedicated Team that appreciates its significance, understands its complexities, and recognises its potential.

You will work directly with decision-makers who not only understand the intricacies of financial management but who are also deeply invested in your success.

Our dedicated Team are adept at navigating complex financial landscapes, offering strategic insights and tailored solutions to optimise your wealth’s potential.

Our collaborative approach means that you benefit from a collective of experts working together with a single unified purpose: to safeguard and enhance your family’s financial future.

Christo Hall

Christo Hall

As Chair of the Perks Private Wealth Investment Committee, Christo overseas the investment decisions which drive much of our client investment advice. He is also a driving force in the Perks Family Office.

Mark Roderick

Mark Roderick

Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.

Nick Connelly

Nick Connelly

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

Peta Nunn

Peta Nunn

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

Simon Hele

Simon Hele

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

Vince Tripodi

Vince Tripodi

Vince has been providing business and accounting advice to individuals and business owners for over 30 years. He is goal driven, results based, and a problem solving expert.

Simon Wotherspoon

Simon Wotherspoon

Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.

Our Insights.

Let our wealth of knowledge and experience guide you.

View All Insights

Perks About Us

About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

Find out more

Zero Platinum Partner
Fast 2020 Award Winner
Leading Edge Alliance

Get in touch.

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