Family Office

Protect and grow your legacy with confidence.

Perks-Family-Office

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.

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Speak to one of our Family Office 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.

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 Wotherspoon

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 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.

View all Insights.

 

Choosing the right life insurance cover

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

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

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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  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global
  • Xero Accounting Partner of the Year Australia