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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 | September 2023

The Charts that Matter | Investment Update | September 2023

26/9/2023

Private Wealth

Simon Hele recently spoke with Christo Hall to discuss our Investment Committee's key thoughts on the current...
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Perks Welcomes New Directors to its Group Board

Perks Welcomes New Directors to its Group Board

25/9/2023

General News

We welcome two new members to the Perks Group Board and look forward to them making a...
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Perks Private Wealth Engages Frontier Advisors in First-Ever Wealth Advisory Collaboration

Perks Private Wealth Engages Frontier Advisors in First-Ever Wealth Advisory Collaboration

18/9/2023

Private Wealth

Perks Private Wealth has strengthened its investment capabilities by securing the expertise & resources of Australia’s leading...
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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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