Your wealth represents your life’s work, as well as your hopes and aspirations for you and your family. We help you align your capital to your long-term objectives, ensuring your assets are structured appropriately in the right places and protected for sustainable growth and drawings.
Perks Private Wealth was founded in 2000, and ever since then, our fee-for-service wealth management group has focused on tailored, client-centric advice. We were early pioneers in the boutique wealth management space, and saw the opportunity to leverage our expert accounting and taxation strength into our financial advisory capability – something many competing stand-alone financial planners lack. We hold a Financial Services License (AFSL) and we are led by Director-Advisers who work within our business.
We take the time understanding your needs and wealth goals so we can tailor our advice to match.
When it comes to choosing a trusted financial adviser, transparency, honesty, and accountability are the cornerstones of a successful relationship. Your Perks adviser works together with you to ensure ongoing achievement of what’s most important to you.
We provide high quality, objective advice that is always in your best interests.
Our access to world-class tools and services is no secret but our strength really lies in the quality of our people. Perks Private Wealth Advisers are highly qualified, accredited professionals with diverse skills and a passion for development through lifelong learning.
Great advice outcomes require a collaborative team approach working closely with other key professionals like accountants, brokers, and lawyers to ensure a holistic approach that improves certainty in your financial life.
We aim to present complex information in an easily understood manner, so you can feel confident about your personal wealth decisions with greater financial certainty.
In guiding you through the challenges and opportunities of the modern financial world, we make complex information readily digestible, so you feel confident about your decisions. Our Advisers focus on giving you honest, straight-forward advice, based on years of experience and deep understanding of the tenets of successful wealth management.
Disclaimer: Any financial product advice is provided by Perks Private Wealth Pty Ltd (AFSL No. 236551) (“PPW”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to our Compliance & Legal page for PPW’s FSG for contact information and information about remuneration and associations with product issuers.
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.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly.
Miranda is a Senior Adviser within the Perks Private Wealth team, providing private clients with strategic financial planning and investment advice.
Rebecca is an Associate Director within the Perks Private Wealth team and provides private clients with strategic planning and investment advice.
Coby is an Adviser within the Perks Private Wealth team with more than 13 years’ experience in the financial planning industry.
As Chair of the Perks Private Wealth Investment Committee, Christo oversees the investment decisions which drive much of our client investment advice. He is also a driving force in the Perks Family Office.
Greg Perks sits on the Perks Private Wealth Investment Committee and continues to mentor the emerging leaders of Perks.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
18/12/2025
As more Australian women inherit significant wealth, the traditional financial advice model is falling short. Women today...
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11/12/2025
In the latest episode of Show Me The Perks Podcast, host Kim Bigg welcomes Eddie Bell, Director...
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26/11/2025
Since 2016, The Deal and Barron’s have celebrated Australia’s leading wealth advisers through their annual rankings. In...
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About Us
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.
Please fill out the form below to make an appointment or request more information.