Private Wealth
Grow and protect your financial legacy.
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.
Speak to one of our Family Office team members.
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.
Kerry Bosnich
Kerry possesses a passion for retirement planning and tailoring contribution strategies.
Mark Roderick
Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.
Simon Hele
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Vince Tripodi
Vince has been providing business and accounting advice to individuals and business owners for over 30 years. He is goal driven, results based, and a problem solving expert.
Client stories.
May & Co Pty Ltd
14/4/2019
Agribusiness
A family cropping enterprise working with Perks to strengthen their decision-making processes. Read more.
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