Private Wealth
Grow and protect your financial legacy.
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.
Speak to one of our Wealth Management Directors.
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’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Nicolas Croft
Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.
Peta Nunn
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
Simon Hele
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Client stories.
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.
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),...
Read more.
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...
Read more.
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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