Overview

Grow & Protect
Your Private Wealth

Grow and protect your financial legacy.

Our Services Meet our Team

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

Get the most out of your self-managed Superannuation fund, no matter what stage you’re at.

Life Insurance

Life Insurance

Certainty at every stage of life.

Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Client stories.

View all client stories.

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 and collaborates with his clients to tailor and maintain their wealth management strategies with 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.

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.

Kerry Bosnich

Kerry Bosnich

Kerry possesses a passion for retirement planning and tailoring contribution strategies. Kerry consistently strives to exceed her clients’ expectations and is committed to delivering outstanding service.

Our Perks Private Wealth Investment Committee.

Christo Hall

Christo Hall

As Chair of the Perks Private Wealth Investment Committee, Christo overseas the investment decisions which drive much of our client investment advice. He is also a driving force in the Perks Family Office.

Greg Perks

Greg Perks

Greg Perks sits on the Perks Private Wealth Investment Committee and continues to mentor the emerging leaders of Perks.

Simon Hele

Simon Hele

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

Simon Wotherspoon

Simon Wotherspoon

Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with 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.

Private Wealth insights for you.

Show Me the Perks Podcast | From Nest to Nest Egg: A guide to the First Home Super Saver Scheme

Show Me the Perks Podcast | From Nest to Nest Egg: A guide to the First Home Super Saver Scheme

In this third instalment of Show Me The Perks, our host Kim Bigg chats to…

Show Me the Perks Podcast | The $3 Million Super Tax: Will it affect me?

Show Me the Perks Podcast | The $3 Million Super Tax: Will it affect me?

In the latest episode of Show Me The Perks, Kim Bigg, sits down with the…

The Charts that Matter | Investment Update | September 2023

The Charts that Matter | Investment Update | September 2023

Simon Hele recently spoke with Christo Hall to discuss our Investment Committee's key thoughts on…

Perks Welcomes New Directors to its Group Board

Perks Welcomes New Directors to its Group Board

We welcome two new members to the Perks Group Board and look forward to them…

Perks Private Wealth Engages Frontier Advisors in First-Ever Wealth Advisory Collaboration

Perks Private Wealth Engages Frontier Advisors in First-Ever Wealth Advisory Collaboration

Perks Private Wealth has strengthened its investment capabilities by securing the expertise & resources of…

Client Story: T.R. Edwards & Co.

Client Story: T.R. Edwards & Co.

Fifth generation Port Broughton farming family has set clear goals to ensure the business' continuing…

About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

Get in touch.

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