Family Business | Perks Accountants & Wealth Advisers

Family Business Advisory, Succession Planning & Operational Support

Perks excels in providing a range of services that can help your day-to-day run more smoothly. Here are just a few examples how we can help your family business:

Back office support – let us take care of your bookkeeping or provide you with centralized on-demand dashboards that give you a view across your business, operations, staff and finances.
Business unit support – we can act as an extension to your business with our virtual CFO, HR on Demand ™, tax accounting and auditing services.
Strategic support – we have extensive experience on Boards, acting in an advisory capacity or providing mediation services.

Our Directors and Team Members are experienced, engaged and dedicated to making a positive difference in the lives of successful people. No matter your individual needs or aspirations, you can have the confidence that your hand-picked Perks team is focused on growing and protecting your wealth.

Damon Hammond

Working closely with owners of SME’s and privately owned businesses has seen Damon assist them in obtaining the very best results time and time again.

Mark Roderick

Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.

Neil Oakes

Providing tax consulting advice to small, medium and large enterprises, with specific focus in the aged-care and property industries.

Pat Hodby

Pat’s work in the pharmacy and hospitality spaces has established him as a specialist in these industries. He has worked on profit improvement and financial forecasting across a range of pharmacy transactions.

Matthew Petersen

Providing expert advice in taxation and accounting, asset protection, business structures and succession planning. Matthew is a key member of the firm’s Agribusiness specialisation.

Kim Bigg

Kim Bigg is a Director at Perks and a qualified Chartered Accountant. With more than 20 years’ experience as a business adviser, Kim is highly adept at assisting growing and established businesses across a wide range of industries.

Tom Paine

Advising on taxation and accounting, cloud accounting, financial forecasting, asset protection and business structures. Tom has a particular focus on primary production, thoroughbred racing, breeding and hospitality.

Brian Nimmo

Brian specialises in providing high level taxation advice. Tax consulting across corporate tax, capital gains tax and international tax, to ATO product and class rulings for managed investment schemes.

Sam Wagner

Sam has assisted many pharmacy and medical clients in the key areas of tax compliance, business valuations and restructures, business transactions and transitioning their financial affairs to the cloud.

Elizabeth Elliot

Providing high level advisory services to a diverse client base, Liz also heads up our bookkeeping division.

Nick Grieve

Nick focuses on improving business processes, implementing high quality management reporting and business planning systems through digital solutions.

Peta Nunn

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

Simon Wotherspoon

Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.

Simon Hele

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

Nick Connelly

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

Family Business related Insights.

About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

Find out more

Get in touch.

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

Name *

Email *

Phone *

How did you hear about us?

Other (please specify)

Are you enquiring about services for an Individual or for a Business?

Number of employees:

Other (please specify)

Which of the following best describes your current situation?

Other (please specify)

What profession or industry are you in?

Other (please specify)

Annual revenue:

Which of the following structures do you have in place (tick all that apply)

Company

Trust

SMSF

Other

Other (please specify)

How can we help you? *

I consent to receive updates from Perks

If you are human, leave this field blank.

Family Business Accounting & Financial Specialists

Specialist Accountants, Advisors & Bookkeepers to help with your Family Business

Work with advisers that understand and have extensive experience with the complexity that you operate in.

Family Business Advisory, Succession Planning & Operational Support

Speak to one of our Family Business Directors.

Damon Hammond

Mark Roderick

Neil Oakes

Pat Hodby

Matthew Petersen

Kim Bigg

Tom Paine

Brian Nimmo

Sam Wagner

Elizabeth Elliot

Nick Grieve

Peta Nunn

Simon Wotherspoon

Simon Hele

Nick Connelly

Family Business related Insights.

Tax Planning – Maximising your Tax Advantage

What you need to know about Director IDs

Why having a single bookkeeper could cost you more than a team

We believe in a world where people & private businesses can grow & prosper.

Get in touch.