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.
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.
Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.
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 offers expertise in strategic financial planning, investment management and portfolio administration.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
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.
If you’re thinking of establishing a Self-Managed Super Fund (SMSF), there’s a laundry list of things you’ll...
Simon Hele recognised as one of the country’s top financial advisers We are pleased the share the...