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.

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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.

 

Wholesale/Sophisticated Investment Offers

Many of our clients never imagined that one day they might own an airport, shopping centre or even retirement home, but now they do.

For clients who are eligible, our investment recommendations may include wholesale/sophisticated investment offers, that are not otherwise available to retail investors through mainstream structures.

We conduct extensive research to construct client investment portfolios that will deliver on your financial objectives. We believe effective diversification achieves strong risk adjusted longer term returns and we do not favour a particular asset class or structure when searching for genuine investment opportunities. We regularly undertake due diligence on wholesale offers to identify opportunities that are positioned to deliver better risk adjusted returns to client portfolios.

Our advisers will work closely with you to identify which of these offers meets your own personal objectives including income, growth, tax effectiveness, volatility, and liquidity.

 

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.

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 is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients.

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.

 

Perks Private Wealth Appoints Nick Connelly as Director

Perks Private Wealth Appoints Nick Connelly as Director

16/9/2020

Private Wealth

Perks is pleased to announce Nick Connelly as the newest Director of Perks Private Wealth. Read about...
Read more.

The Global Reach, Money & Life Magazine

The Global Reach, Money & Life Magazine

17/8/2020

Private Wealth

Perks Private Wealth Director, Simon Wotherspoon and Head of Investment Research, Jason Russo were recently asked by...
Read more.

The Year in Review: 2019/20 Market Commentary

The Year in Review: 2019/20 Market Commentary

12/8/2020

Private Wealth

Whichever way history describes the financial year, 2020 will live long in our memories. First, as a...
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