Overview

Perks Private Wealth

Grow and protect your financial legacy.

Why Perks? Get in Touch

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.

Discover our Private Wealth services

Family Office

Family Office

Protect and grow your legacy with confidence.

Wealth Management

Wealth Management

Ensure your wealth is positioned to grow.

SMSF

SMSF

A secure future and the confidence to live life to the fullest.

Life Insurance

Life Insurance

Certainty at every stage of life.

Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Speak to one of our Private Wealth Team Members.

 

Simon Hele

Simon Hele

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

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

Simon Wotherspoon

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 Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

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.

Samantha Harrison

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.

Eddie Bell

Eddie Bell

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.

Peter Edmonds

Peter Edmonds

Peter is one of Adelaide’s leading personal and corporate life insurance specialists.

Client stories.

View all client stories.

Client Story: Dr Richard Stuckey

Client Story: Dr Richard Stuckey

9/5/2019

Medical

Dr Richard Stuckey started his career as a General Practitioner in the 1970’s and is a long...
Read more.

Client Story: Dr Sui Yu

Client Story: 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.


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