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 then develops tailored wealth management strategies for his clients, leveraging his strength in constructing and maintaining multi-asset class portfolios.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.
Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.
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.