Wealth Management

Ensure your wealth is positioned to grow.

Perks Wealth Services

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 Wealth Services

What we are known for.

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:

  • Insightful, strategic financial planning.
  • Investment advice and management based on your personal wealth objectives.
  • Portfolio administration to respond quickly to changing market conditions.
  • Estate planning to protect the next generation.
  • Aged care advice for the comfort of yourself and your loved ones.

 

Disclaimer: Any financial product advice is provided by Perks Private Wealth Pty Ltd (AFSL No. 236551) (“PPW”). 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 PPW’s FSG for contact information and information about remuneration and associations with product issuers.

Speak to one of our Wealth Management 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.

Nick Connelly

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

Nicolas Croft

Nicolas Croft

Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.

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.

View all client stories

Dr Richard Stuckey

Dr Richard Stuckey

9/5/2019

Medical

As the need of this medical professional grew, so did the resources Dr Stuckey accessed through Perks. Read more.

Wealth Management insights for you.

View all insights

Setting the Standard

Setting the Standard

13/11/2019

Despite the issues faced within the financial advice industry over the past 12 months, it has been...
Read more.

Holistic Risk Management for Hotel Owners

Holistic Risk Management for Hotel Owners

26/9/2019

Hospitality

Tom Paine - Director, Accounting highlights some key considerations for successful risk management.
Read more.

2019 Federal Budget Insights

2019 Federal Budget Insights

15/4/2019

The 2019 Federal Budget puts one foot forward, but it’s a long dance ahead
Read more.

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Get in touch.

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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