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Hans & Gret | Saturday, 11 March 2023

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Gallery Signup | Adelaide Festival | Hans & Gret 11.03.23

Perks Private Wealth Insights.

The Charts that Matter | Investment Update | November 2024

The Charts that Matter | Investment Update | November 2024

1/11/2024

Private Wealth

Simon Hele recently spoke with Christo Hall to discuss our Investment Committee's key thoughts on the current...
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The Charts that Matter | Investment Update | July 2024

The Charts that Matter | Investment Update | July 2024

30/7/2024

Private Wealth

Simon Hele recently spoke with Christo Hall to discuss our Investment Committee's key thoughts on the current...
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2024-25 Federal Budget Summary

2024-25 Federal Budget Summary

15/5/2024

Tax

On May 14, 2024, Treasurer Jim Chalmers presented the Australian Federal Budget for 2024-25. This budget aims...
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Our Perks Private Wealth Directors.

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.

Simon Wotherspoon

Simon Wotherspoon

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

Nick Connelly

Nick Connelly

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

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