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 Family Office team members.

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.

Kerry Bosnich

Kerry Bosnich

Kerry possesses a passion for retirement planning and tailoring contribution strategies.

Mark Roderick

Mark Roderick

Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.

Simon Hele

Simon Hele

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

Vince Tripodi

Vince Tripodi

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.

Client stories.

View all client stories

May & Co Pty Ltd

May & Co Pty Ltd

14/4/2019

Agribusiness

A family cropping enterprise working with Perks to strengthen their decision-making processes. 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