The Coming Together of Two Like-minded Firms

Posted on 13/5/2020

Private Wealth

Share :

Overview:

As of May 2020, Wotherspoon Wealth proudly merges with Perks Private Wealth to expand on the shared vision of both firms - a client-first ethos that values a tailored approach to wealth management. The combined expertise of both firms will see our clients benefit from further salient insights, deeper in-house expertise, off-market investment opportunities and the peace of mind provided by rigorous compliance frameworks and systems.

Since Wotherspoon Wealth was formed in 2010, John and Simon Wotherspoon created a boutique Private Wealth firm to cater to South Australians seeking highly individualised advice that was tailored to each client’s needs.

20 years ago, Perks Private Wealth was established with the very same ethos, operating under its own AFSL (Australian Financial Services Licence) and with its direction led by the Director-Advisers that work within the business.

Now, in 2020, we celebrate the coming together of our two forward-thinking, client-focused firms.

Blending our two progressive client-focused firms now creates even greater opportunity to cater for our clients’ unique needs through strengthened resources. Some of these opportunities include possible access to alternative asset classes, a dedicated in-house investment research team and enhanced rigour around systems and compliance.

We are all excited about this next chapter of our Perks Private Wealth journey and look forward to 2020 and beyond, together.

Related insights.

5 Sources of Income

15/5/2020

Private Wealth
Updated May 2020
Original article published by Simon Wotherspoon Oct 2015

Many people think of investment income as just the cash flow we get from bank interest, bonds,...
Read more.

March Quarterly Market Recap

21/4/2020

Private Wealth

The World Health Organization declared COVID-19 a pandemic, triggering fears of a global slowdown and a potential...
Read more.

Guiding Investment Principles in the midst of a Crisis

16/3/2020

Private Wealth

In the world of investments, in times of crisis, like the present situation surrounding the coronavirus (COVID-19),...
Read more.

Want to receive our insights?

Sign up to receive important financial updates, useful tips, industry trends and whitepapers.

  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global
  • Xero Accounting Partner of the Year Australia