Succession Planning Advisers | Perks Adelaide

Kim Bigg

Kim Bigg is a Director at Perks and a qualified Chartered Accountant. With more than 20 years’ experience as a business adviser, Kim is highly adept at assisting growing and established businesses across a wide range of industries.

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.

Succession Planning related Insights.

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About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

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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.

Speak to one of our Succession Planning Directors.

Kim Bigg

Mark Roderick

Matthew Petersen

Peta Nunn

Simon Hele

Samantha Harrison

Succession Planning related Insights.

How to Create a Resilient Retirement Strategy

Show Me The Perks Podcast | Succession Planning for Business Owners with Vince Tripodi

Client Story: T.R. Edwards & Co.

We believe in a world where people & private businesses can grow & prosper.

Get in touch.