In Australia we are fortunate to have a world-class, tax-efficient superannuation system. A self-managed super fund, backed by insightful and strategic advice from your Perks Private Wealth team, may be the appropriate vehicle to effectively build your retirement wealth.
Your Perks team includes specialists that understand all the complexities and opportunities of superannuation, ensuring that you can explore and understand all the options available to you. We assist in the implementation and ongoing management of your self-managed super fund so that you can focus on what’s important – living the life you earned.
Disclaimer: Any financial product advice is provided by Perks Private Wealth Pty Ltd (AFSL No. 236551) (“PPW”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to PPW’s FSG for contact information and information about remuneration and associations with product issuers.
Kerry possesses a passion for retirement planning and tailoring contribution strategies.
Assisting clients to plan for the transition to retirement and the associated requirements of estate and succession planning. Kim is a specialist in Self-Managed Super Funds.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.
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.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
In the world of investments, in times of crisis, like the present situation surrounding the coronavirus (COVID-19),...
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