Perks Private Wealth

Grow and protect your financial legacy.

Why Perks? Get in Touch

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.

Our Private Wealth Services

Family Office

Family Office

Protect and grow your legacy with confidence.

Wealth Management

Wealth Management

Ensure your wealth is positioned to grow.

SMSF

SMSF

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

Life Insurance

Life Insurance

Certainty at every stage of life.

Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Speak to one of our Private Wealth Team Members.

 

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.

Simon Wotherspoon

Simon Wotherspoon

Simon listens then develops tailored wealth management strategies for his clients, leveraging his strength in constructing and maintaining multi-asset class portfolios.

Nick Connelly

Nick Connelly

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

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.

Nicolas Croft

Nicolas Croft

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

Samantha Harrison

Samantha Harrison

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.

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.
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Dr Sui Yu

Dr Sui Yu

10/6/2020

Medical

For Dr Yu, the demonstrated professionalism and acumen of the team at Perks have given her confidence...
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Private Wealth insights for you.

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UPDATED: More Changes to Income Protection: Take cover before they hit

UPDATED: More Changes to Income Protection: Take cover before they hit

9/12/2020

Updated 09/12/2020 & 03/03/2020, Original Post 20/01/2020,

In response to concerns about the sustainability of the income protection insurance industry, Australia’s prudential regulator, APRA,...
Read more.

2020 US Presidential Election: Market Commentary

2020 US Presidential Election: Market Commentary

10/11/2020

Private Wealth

The 2020 US Presidential election was the most divisive in living memory, with added anxiety spurred on...
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Setting up your Self-Managed Superannuation Fund (SMSF) the Right Way

Setting up your Self-Managed Superannuation Fund (SMSF) the Right Way

2/11/2020

SMSF

If you’re thinking of establishing a Self-Managed Super Fund (SMSF), there’s a laundry list of things you’ll...
Read more.

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