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.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Greg Perks sits on the Perks Private Wealth Investment Committee and continues to mentor the emerging leaders of Perks.
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.
Eddie provides tailored advice to clients on their personal and business risk insurance needs. His client’s unique situation is at the forefront of every risk protection strategy he puts forward.
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