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:
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.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
Simon is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients.
Founding partner of Perks. Greg provides advice to clients on growing their business and building wealth in a tax effective, risk-managed manner.
Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.
Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.
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.
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.
Perks is pleased to announce Nick Connelly as the newest Director of Perks Private Wealth. Read about...
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