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.

 

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 Directors.

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.

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.

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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

December Quarter Investment Market Recap

December Quarter Investment Market Recap

22/1/2020

Global market was dominated by the U.S., while locally the RBA rate decisions & commodity prices were...
Read more.

Adelaide Festival & Perks Private Wealth: Bringing Bold Conversations to Life in 2020

Adelaide Festival & Perks Private Wealth: Bringing Bold Conversations to Life in 2020

12/1/2020

The best of global theatre will descend upon South Australia this year for the 2020 Adelaide Festival....
Read more.

What’s new in Super for 2019

What’s new in Super for 2019

14/11/2019

A new work test exemption and the ability to claim unused contributions in future years headline the...
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