Succession Planning
Confidence in knowing that the future is secured.
Your Perks team can help you to navigate the complexities of succession planning, including strategic oversight, mediation, trust and estate planning.
We know that all too often, the topic of succession planning can feel like a difficult one at best. Our succession planning specialists have significant experience across a wide range of industries and circumstances and can provide you with the right care, whether you are an individual, operate a family-owned business, or manage an enterprise or foundation.
Speak to one of our Succession Planning Directors.
Kim Bigg
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.
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.
Matthew Petersen
Providing expert advice in taxation and accounting, asset protection, business structures and succession planning. Matthew is a key member of the firm’s Agribusiness specialisation.
Peta Nunn
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
Simon Hele
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
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.
Client stories.
Succession Planning insights for you.
Setting up your Self-Managed Superannuation Fund (SMSF) the Right Way
2/11/2020
SMSF
If you’re thinking of establishing a Self-Managed Super Fund (SMSF), there’s a laundry list of things you’ll...
Read more.
Choosing the right life insurance cover
18/9/2020
Insurance
With so many policy options and providers in the market, choosing life insurance can feel like navigating...
Read more.
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...
Read more.
Get in touch.
Please fill out the form below to make an appointment or request more information.
