Wealth Management & Financial Advice

Strategic Financial Advisory | Private Wealth | Investments | AFR Top 100 Adviser

When it comes to choosing a trusted financial adviser, we believe transparency, honesty, and accountability are the cornerstones of a successful relationship. At Perks Private Wealth, we work with you in an ongoing way to help you achieve what’s most important to you. Our mission is to deliver the best financial advice that is tailored to your specific needs and situation.

Your wealth represents your life’s work, as well as your hopes and aspirations for you and your family.  We help you align your capital to your long-term objectives, ensuring your assets are structured appropriately in the right assets and locations, protected for sustainable wealth.

https://www.perks.com.au/wp-content/uploads/2020/10/wealth_mgmt_hero02.jpg

Here are some of the ways that we have helped our Clients:

Strategic Financial Planning

Because all our clients are unique, our financial planning process starts with some time spent understanding what’s most important about money to you. We value the trust place in us and we’re committed to providing objective recommendations in your best interests.

Our collaborative team works to align your financial affairs to your unique goals and objectives.

Utilising our diverse in-house specialist skills, your comprehensive financial plan may include:

  • Advice about asset structuring
  • Effective use of Superannuation, including Self Managed Super Funds
  • Risk Profiling, Asset Allocation and Portfolio Construction Advice
  • Tailored Investment Advice (Retail and Wholesale)
  • Retirement Planning
  • Succession Planning
  • Capital Projections

Private Investment Deals

From our strong local perspective, Perks Private Wealth leverages a strong network of global relationships. With the guidance of your Perks Adviser, our institutional grade private offering provides access to experts with global significance and reach.

Many of our clients never imagined they’d one day own a shopping centre or even a global port, but now they do. The advantage of unlisted assets is that they can be unique investment opportunities with more resilience to market fluctuations.

For eligible clients, our investment recommendations may include sophisticated wholesale investment offers. These alternative, unlisted assets are a Perks specialty, not normally available to retail investors through mainstream structures.

We believe effective diversification achieves strong risk adjusted long term returns. Our dedicated in-house investment research team regularly undertakes due diligence on wholesale offers to identify opportunities that can better deliver on your financial objectives.

Direct Equities

We provide institutional grade management of direct Australian equity portfolios. Guided by our in-house investment committee and proprietary multi-asset class model portfolios, your adviser can tailor a portfolio including direct ASX-listed securities, to meet your income and long-term capital objectives.

We’ll work with you to ensure your portfolio draws on the full range of investment opportunities available both domestically and internationally.  Our speciality in ASX-listed securities gives you access to our highest conviction ideas from comprehensive ASX research to uncover the best investments within the ASX 200.

Asset Allocation & Portfolio Construction

Our investment methodology starts with you, the most important aspect of the investment process. A strong strategic investment foundation starts by clarifying your financials goals and objectives, risk tolerances, time horizon and unique circumstances.

We believe diversification, actively managed across asset classes and sectors, enhances potential returns. It reduces the impact of ‘bubbles’ and the potential for permanent capital loss, or unacceptable portfolio volatility.

A well designed portfolio limits risk with appropriate diversification while investing with conviction to avoid dilution. We avoid trading for its own sake based on next quarter’s earnings. Our focus is on evidence, rather than anecdote because the benefits of a long-term view can be destroyed by undue emphasis on short-term high returns and yearly performance.

We work to provide certainty in your financial life by implementing and managing multi-asset class portfolios that are designed to be resilient through all market conditions.

How we work:

Tailored, client-centric advice

Since Perks Private Wealth was founded in 2000, our fee-for-service wealth management services has focused on tailored, client-centric advice. An early pioneer in boutique wealth management space and wary of vested interests, we’ve always operated through our own Australian Financial Services License (AFSL), led by Director-Advisers working within our business.

We take the time understanding your needs and wealth goals so we can tailor our advice to match.

When it comes to choosing a trusted financial adviser, transparency, honesty, and accountability are the cornerstones of a successful relationship. Your Perks adviser works together with you to ensure ongoing achievement of what’s most important to you.

We provide high quality, objective advice that is always in your best interests.

Collaborative & considered approach

Our access to world-class tools and services is no secret but our strength really lies in the quality of our people. Perks Private Wealth Advisers are highly qualified, accredited professionals with diverse skills and a passion for development through lifelong learning.

Great advice outcomes require a collaborative team approach working closely with other key professionals like accountants, brokers, and lawyers to ensure a holistic approach that improves certainty in your financial life.

Clarity & simplicity

We aim to present complex information in an easily understood manner, so you can feel confident about your personal wealth decisions with greater financial certainty.

In guiding you through the challenges and opportunities of the modern financial world, we make complex information readily digestible, so you feel confident about your decisions.  Our Advisers focus on giving you honest, straight-forward advice, based on years of experience and deep understanding of the tenets of successful wealth management.

Speak to our Wealth Management & Financial Planning Team.

Simon Hele

Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

Simon Wotherspoon

Simon Wotherspoon

Simon listens then develops tailored wealth management strategies for his clients, leveraging his strength in constructing and maintaining multi-asset class portfolios.

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.

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.

Samantha Harrison

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.

Jason Russo

Jason Russo

With more than 20 years’ experience in multi-asset class portfolio management across private business, public corporations and government organisations, Jason is highly adept at leading and advising investment strategies at a managerial, technical and analytical level.

Wealth Management Insights for you.

View all Insights.

 

2020 US Presidential Election: Market Commentary

2020 US Presidential Election: Market Commentary

10/11/2020

Private Wealth

The 2020 US Presidential election was the most divisive in living memory, with added anxiety spurred on...
Read more.

Setting up your Self-Managed Superannuation Fund (SMSF) the Right Way

Setting up your Self-Managed Superannuation Fund (SMSF) the Right Way

2/11/2020

SMSF

If you’re thinking of establishing a Self-Managed Super Fund (SMSF), there’s a laundry list of things you’ll...
Read more.

September Quarterly Market Recap

September Quarterly Market Recap

12/10/2020

Investment Research

Markets had a similar soundtrack to the June quarter; keenly watched economic data and declining cases in...
Read more.

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.

Get in touch.

Please fill out the form below to make an appointment or request more information.

Contact Us
  • 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