Private Wealth

Grow and protect your financial legacy.

Perks Private Wealth Services

Your Perks Private Wealth team will partner with you to unlock your private wealth potential and develop a strategic plan to meet your unique short and long-term goals. We develop tailored financial plans centered around providing you with proactive and ongoing advice that are designed to increase your returns, reduce your costs and manage risks. We pride ourselves on taking all your concerns and variables into consideration so that we can provide you with an accurate roadmap to the wealth destination you want to achieve. You remain in the driver’s seat with your Perks team giving you the tools you need to plan for the future with confidence, every step of the way.

Perks Private Wealth Services
Family Office

Family Office

Protect and grow your legacy with confidence.

Life Insurance

Life Insurance

Certainty at every stage of life.

SMSF

SMSF

A secure future and the confidence to live life to the fullest.

Wealth Management

Wealth Management

Ensure your wealth is positioned to grow.

Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Speak to one of our Wealth Management Directors.

Greg Perks

Greg Perks

Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.

Nick Connelly

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

Nicolas Croft

Nicolas Croft

Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

Simon Hele

Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

Client stories.

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Dr Richard Stuckey

Dr Richard Stuckey

9/5/2019

Medical

As the need of this medical professional grew, so did the resources Dr Stuckey accessed through Perks. Read more.

Wealth Management insights for you.

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Guiding Investment Principles in the midst of a Crisis

Guiding Investment Principles in the midst of a Crisis

16/3/2020

Private Wealth

In the world of investments, in times of crisis, like the present situation surrounding the coronavirus (COVID-19),...
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December Quarter Investment Market Recap

December Quarter Investment Market Recap

22/1/2020

Global market was dominated by the U.S., while locally the RBA rate decisions & commodity prices were...
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Adelaide Festival & Perks Private Wealth: Bringing Bold Conversations to Life in 2020

Adelaide Festival & Perks Private Wealth: Bringing Bold Conversations to Life in 2020

12/1/2020

The best of global theatre will descend upon South Australia this year for the 2020 Adelaide Festival....
Read more.

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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