Family Business
Work with professionals that understand the complexity you operate in.
Perks understands family business, because that is our heritage too. Since Perks was founded by brothers Greg and Harry Perks in 1981, we’ve established a reputation for excellence in delivering tailored financial solutions to business owners, families and high net-worth individuals.
We understand the complexities that you have to balance and the weight of responsibility – your staff, their livelihoods, your assets, operations and risks – that you are manage every day.
Help your day-to-day run more smoothly
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.
Speak to one of our Family Business team members.
Andrew Craig
Andrew specialises in tax planning advice and wealth creation strategies for medical practitioners, specialists and other health sector professionals.
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.
Bruce Debenham
Bruce provides clients with tailored banking and finance solutions to best meet their business and personal requirements.
Cecilia White
With a background in legal practice, Cecilia has developed strong technical expertise in all matters relating to workplace law, including awards, contracts, disciplinary matters, investigations, equal opportunity and HR policy development.
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.
Eddie Bell
Eddie provides tailored advice to clients on their personal and business risk insurance needs. His client’s unique situation is at the forefront of every risk protection strategy he puts forward.
Elizabeth Elliot
Providing high level advisory services to a diverse client base, Liz also heads up our bookkeeping division.
Fiona Gordon
Fiona is driven to provide outcomes on audits that not only provide benefits to the end users but builds on and adds to existing long term client relationships.
Kim Bigg
Assisting clients to plan for the transition to retirement and the associated requirements of estate and succession planning. Kim is a specialist in Self-Managed Super Funds.
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.
Matthew Hobby
Matthew has been an executive recruiter and business manager for over 15 years, developing his skills both locally and internationally.
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.
Neil Oakes
Providing tax consulting advice to small, medium and large enterprises, with specific focus in the aged-care and property industries.
Nick Grieve
Nick focuses on improving business processes, implementing high quality management reporting and business planning systems through digital solutions.
Nicolas Croft
Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.
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.
Peta Nunn
Peta offers expertise in strategic financial planning, investment management and portfolio administration.
Peter Hill
Combining experience working across a diverse range of entities and a complete understanding of distinct governing legislations, Peter tenaciously works to improve his clients’ financial and business integrity.
Sam Wagner
Sam has assisted many clients in the key areas of tax compliance, business valuations and restructures, business transactions and transitioning their financial affairs to the cloud.
Simon Croxton
Simon is the newest member of Perks’ Life Risk Management team and Director Group. Joining Perks in late 2018, he brings with him over three decades of experience.
Simon Hele
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
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.
Family Business insights for you.
Proposed changes to SA Land Tax
18/6/2019
In handing down the South Australian State Budget for 2019, Treasurer Rob Lucas announced several changes to...
Read more.
Family Business
Get in touch.
Please fill out the form below to make an appointment or request more information.
