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.

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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