Family Office

Family Office

Protect and grow your legacy with confidence.

Why Perks? Meet our Team

The Perks Family Office functions as a lighthouse for your single or multi-family’s wealth. We partner with you to determine your key objectives, concerns and family dynamics, so that we can help you plan for the future, see the bigger picture of your wealth and help keep your legacy focused in the direction you want.

We have proven expertise across all areas of managing family wealth, including strategic advice, structure, trust, fiduciary and succession planning, investments and philanthropy. We can work in with your existing accountancy team or provide a holistic service, depending on your specific needs.

At Perks, you can expect an exceptional level of care, prudence and insight that will enable you to plan for the future and move forward with confidence.

 

Speak to one of our Family Office Directors.

Christo Hall

Christo Hall

As Chair of the Perks Private Wealth Investment Committee, Christo overseas the investment decisions which drive much of our client investment advice. He is also a driving force in the Perks Family Office.

Mark Roderick

Mark Roderick

Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.

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.

Vince Tripodi

Vince Tripodi

Vince has been providing business and accounting advice to individuals and business owners for over 30 years. He is goal driven, results based, and a problem solving expert.

Nick Connelly

Nick Connelly

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

Family Office related Insights.

View all Insights.

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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Client Story: T.R. Edwards & Co.

Client Story: T.R. Edwards & Co.

17/7/2023

Agribusiness

Fifth generation Port Broughton farming family has set clear goals to ensure the business' continuing success. Read...
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Perks partners with Illuminate Adelaide

Perks partners with Illuminate Adelaide

17/4/2023

Sponsorship Announcement

Perks is proud to announce its new sponsorship of South Australia’s new major winter event, Illuminate Adelaide.
Read more.

 

Perks About Us

About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

Find out more

Get in touch.

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

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