Private Wealth

Grow and protect your financial legacy.

Perks Private Wealth Services

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.

Perks Private Wealth Services
Family Office

Family Office

Protect and grow your legacy with confidence.

Life Insurance

Life Insurance

Certainty at every stage of life.

SMSF

SMSF

A secure future and the confidence to live life to the fullest.

Wealth Management

Wealth Management

Ensure your wealth is positioned to grow.

Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Speak to one of our Wealth Management Directors.

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.

Nick Connelly

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

Nicolas Croft

Nicolas Croft

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

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

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.

Simon Hele

Simon Hele

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

Simon Wotherspoon

Simon Wotherspoon

Simon is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients.

Client stories.

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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.

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.

Wealth Management insights for you.

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Simon Hele & Perks Private Wealth – Barron’s Top 100 Advisers 2020

Simon Hele & Perks Private Wealth – Barron’s Top 100 Advisers 2020

17/7/2020

Private Wealth

Simon Hele recognised as one of the country’s top financial advisers We are pleased the share the...
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June Quarterly Market Recap

June Quarterly Market Recap

16/7/2020

Improving trade and retail data coupled with a rollback in social distancing requirements spurred on a record...
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Three-tier approach to retirement

Three-tier approach to retirement

15/7/2020

Private Wealth

Running out of money in retirement is one of the biggest worries for retirees. A disciplined savings...
Read more.

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  • 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