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
Speak to one of our Private Wealth Team Members.
Simon Hele
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Peta Nunn
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
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’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
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 provides advice to owners of private businesses who are looking to translate business success to personal wealth.
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.
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.
Dr Sui Yu
10/6/2020
Medical
For Dr Yu, the demonstrated professionalism and acumen of the team at Perks have given her confidence...
Read more.
Private Wealth insights for you.
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
10/11/2020
Private Wealth
The 2020 US Presidential election was the most divisive in living memory, with added anxiety spurred on...
Read more.
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.
Want to receive our insights?
Sign up to receive important financial updates, useful tips, industry trends and whitepapers.