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.
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:
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.
Andrew specialises in tax planning advice and wealth creation strategies for medical practitioners, specialists and other health sector professionals.
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 provides clients with tailored banking and finance solutions to best meet their business and personal requirements.
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.
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 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.
Providing high level advisory services to a diverse client base, Liz also heads up our bookkeeping division.
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.
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.
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 has been an executive recruiter and business manager for over 15 years, developing his skills both locally and internationally.
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.
Providing tax consulting advice to small, medium and large enterprises, with specific focus in the aged-care and property industries.
Nick focuses on improving business processes, implementing high quality management reporting and business planning systems through digital solutions.
Nicolas provides advice to owners of private businesses who are looking to translate business success to personal wealth.
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 offers expertise in strategic financial planning, investment management and portfolio administration.
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 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.
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.
Providing private clients, associations and not for profit organisations with strategic planning and investment advice.
Simon is deeply experienced in constructing and maintaining multi-asset class portfolios and developing tailored wealth management strategies for his clients.
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.
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