Perks Private Wealth

Grow and protect your financial legacy.

Perks Private Wealth

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.

https://www.perks.com.au/wp-content/uploads/2019/05/home-02.jpg

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.

Nicolas Croft

Nicolas Croft

Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.

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.

Client stories.

View all client stories

Dr Richard Stuckey

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

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.


(2 Results - Page 1 of 1)

Private Wealth insights for you.

View all insights

 

September Quarterly Market Recap

September Quarterly Market Recap

12/10/2020

Investment Research

Markets had a similar soundtrack to the June quarter; keenly watched economic data and declining cases in...
Read more.

Choosing the right life insurance cover

Choosing the right life insurance cover

18/9/2020

Insurance

With so many policy options and providers in the market, choosing life insurance can feel like navigating...
Read more.

Perks Private Wealth Appoints Nick Connelly as Director

Perks Private Wealth Appoints Nick Connelly as Director

16/9/2020

Private Wealth

Perks is pleased to announce Nick Connelly as the newest Director of Perks Private Wealth. Read about...
Read more.

Want to receive our insights?

Sign up to receive important financial updates, useful tips, industry trends and whitepapers.

Signup Form
  • 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
  • Xero Accounting Partner of the Year Australia