Greg Perks

Greg Perks

Greg Perks is a Director of Perks Wealth Management and Chairman of the Perks Wealth Management Investment Committee. He co-founded Perks in 1981 which has grown to become one of the largest business services practices in South Australia.

Greg Perks

About Greg.

Greg Perks is a Director of Perks Wealth Management and Chairman of the Perks Wealth Management Investment Committee. He co-founded Perks in 1981 which has grown to become one of the largest business services practices in South Australia.

Greg is greatly respected in the South Australian business community for his work in providing advice to business owners on how to grow their businesses whilst, at the same time, creating and building wealth in a tax effective, risk-managed manner.

He is one of few experienced business and financial advisers nationally that hold the title of Chartered Accountant and CERTIFIED FINANCIAL PLANNER© such was his vision and foresight to see very early the need for this combined skill set to advise clients. Importantly, he has used his 30+ years of experience and unique skill set to advise high net worth individuals on the complex financial issues they face.

Greg has a particular passion for and focus on commercial property, asset protection, estate planning and superannuation advice. Through years of hands-on experience, Greg knows what makes businesses work – what the critical risk areas are and how to strategically influence a business to make it a successful one. He loves that he can help people grow their wealth, improve their businesses and not only reach their goals, but get them to places they never thought they’d be.

Perks is Greg’s family. Having the ability to work with amazing people and see them develop and prosper over the years is what Greg loves most about what he does. The genuine and ongoing relationships he has with clients, colleagues and contacts are what mean the most to him. His insight, gained over more than three decades, underpins the strength of his advice and ability to provide relevant and viable business and investment solutions to individuals and business owners.

Qualifications & Associations:

  • CERTIFIED FINANCIAL PLANNER©
  • Bachelor of Economics
  • Graduate Diploma in Management
  • Fellow of Chartered Accountants Australia and New Zealand (CAANZ)
  • Associate of the Taxation Institute of Australia

Specialisations:

  • Wealth Management
  • Succession Planning
  • Family Office

Get in touch with Greg.

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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