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.

Family Business related insights.

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

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.

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 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.