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.

Perks Succession Planning Services

Speak to one of our Succession Planning team members.

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.

Kerry Bosnich

Kerry Bosnich

Kerry possesses a passion for retirement planning and tailoring contribution strategies.

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.

Client stories.

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May & Co Pty Ltd

May & Co Pty Ltd

14/4/2019

Agribusiness

A family cropping enterprise working with Perks to strengthen their decision-making processes. Read more.

Succession Planning insights for you.

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Never Too Soon

Never Too Soon

18/7/2019

Agribusiness

Matthew Petersen - Director, Accounting talks about the importance of Succession Planning for Agribusiness.
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