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.
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.
Perks Private Wealth has strengthened its investment capabilities by securing the expertise & resources of Australia’s leading...
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.