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.
21/3/2022
Tax Advisory
The ATO has released their long-awaited guidance on their interpretation of key legislative provisions governing the taxation...
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10/3/2022
Client Stories
Perks has been working alongside well-known South Australian company Nippy’s, providing a wide range of services. Read...
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1/12/2021
Private Wealth
History suggests another market bust is inevitable. Learn the four key ways to best prepare and weather...
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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.
Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.
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.
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’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
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