Family Office
Protect and grow your legacy with confidence.
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.
Simon Hele
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Peta Nunn
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
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 Wotherspoon
Simon is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients.
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.
Family Office Insights for you.
Choosing the right life insurance cover
18/9/2020
Insurance
With so many policy options and providers in the market, choosing life insurance can feel like navigating...
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Simon Hele & Perks Private Wealth – Barron’s Top 100 Advisers 2020
17/7/2020
Private Wealth
Simon Hele recognised as one of the country’s top financial advisers We are pleased the share the...
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Three-tier approach to retirement
15/7/2020
Private Wealth
Running out of money in retirement is one of the biggest worries for retirees. A disciplined savings...
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