Moonlight as a Global Investor
Discover the Perks of Global Investing
Imagine owning a piece of a global shipping company 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:
And of course, 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:
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 Private Wealth, 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:
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.
Read our Private Wealth Insights
Perks Private Wealth discusses investments and infrastructure with Magellan's Gerald Stack. Watch the video...