At Perks, we partner with you to understand your specific circumstances, needs and objectives in detail. We learn about your assets, dependents, lifestyle, goals, and comfort level with risk to develop a tailored financial plan for your consideration, ensuring that this is complemented by ongoing, proactive advice. You remain first and foremost in the driver’s seat, controlling your financial destiny, with us as your road-map.
Perks specialises in structuring the investments and administration platforms for each stage of your wealth, including access to investments that are normally closed to the general public.
Our private wealth services include:
Disclaimer: Any financial product advice is provided by Perks Wealth Management Pty Ltd (AFSL No. 236551) (“PWM”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to PWM’s FSG for contact information and information about remuneration and associations with product issuers.
Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.
Kerry consistently strives to exceed her clients’ expectations and is committed to delivering outstanding service. She prides herself on offering her clients easy to understand advice, clearly outlining their strategic pathway and defining the compliance points that must be taken into consideration.
Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
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