At Perks Private Wealth we believe that bold conversations are at the heart of South Australia’s progressive, creative and entrepreneurial spirit. As part and parcel of that, is the critical role that a rich, diverse and sometimes challenging arts community plays. Since 1960, the Adelaide Festival has brought together a program of local, national and international artists – connecting them with audiences, stimulating community engagement and all in celebration of the transformative power of the arts.
Bold conversations are the fabric of prosperous relationships, visionary goals and human connection.
As proud partners of the Adelaide Festival since 2020, Perks Private Wealth invite you to also connect, debate and engage in bold conversations alongside us.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Greg Perks sits on the Perks Private Wealth Investment Committee and continues to mentor the emerging leaders of Perks.
Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly.
Miranda is a Senior Adviser within the Perks Private Wealth team, providing private clients with strategic financial planning and investment advice.
Rebecca is a Senior Adviser within the Perks Private Wealth team and provides private clients with strategic planning and investment advice.
Samuel is an Adviser within the Perks Private Wealth team with more than 20 years’ experience within the financial services industry.