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.
Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.
Kerry possesses a passion for retirement planning and tailoring contribution strategies.
Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
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