Succession Planning

Confidence in knowing that the future is secured.

Perks Succession Planning Services

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.

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Speak to one of our Succession Planning Directors.

Kim Bigg

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

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

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 Nunn

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

Simon Hele

Simon Hele

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

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.

Client stories.

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Succession Planning insights for you.

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Setting up your Self-Managed Superannuation Fund (SMSF) the Right Way

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

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...
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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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  • 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