Perks Portfolio Service Login – Client Access

As a client of Perks Wealth Management you are able to access your investment portfolio online via our secure website. Please enter your user name and password below.

Once you have successfully logged into the site you will be able to view details of your portfolio, generate investment reports, view market data and email your adviser at your convenience.




Please note: if you do not currently have login details, have forgotten your user name and/or password or require assistance in relation to your online access please contact the Perks Portfolio Service Team at our office on (08) 8273 9300 or email pps@perks.com.au.

Please be aware that on your first login you will be asked to change your password to ensure your account remains secure.

Get in touch.

Please fill out the form below to make an appointment or request more information.

  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
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  • LEA Global