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.
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
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.
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.
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 sits on the Perks Private Wealth Investment Committee and continues to mentor the emerging leaders of Perks.
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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.