Wealth Management


“The Perks point of difference? For us it is the warm, personal and professional way they manage our affairs.”

“In the first instance the Perks’ team took the time to talk to us about our goals and our future. And from there they carefully planned an integrated financial planning, accounting, investment and insurances strategy to achieve those goals.  But what impresses us most is the constant communication and advice. They treat us as if we are their only client!”

Steve Whitham, Managing Director, Whitham Media

People & Culture


“As a SME experiencing rapid growth, we have been highly impressed by the diverse range of professional services offered by Perks.”

 

“We have also been particularly impressed by the very knowledgeable and pragmatic advice given to us by the Perks People & Culture team which has enabled us to navigate many of the HR issues that challenge SMEs.”

Isabel Tolley, SA Industrial Services Pty Ltd

“I’ve found the services of Perks People and Culture team very helpful when it comes to all things HR related”

“…from recruitment through to assistance with award interpretation, creating position descriptions and implementing performance reviews and performance management when required. We operate a lean structure with no dedicated internal HR personal so although we still have a way to go, and probably always will, I’ve found Perks to be a reliable and capable resource for myself and our managers to draw on.” 

Ben Knispel, Joint Managing Director, Knispel Group – Nippy’s 

Banking & Finance


“I’ve been working with Vera for a number of years and in that time, her professionalism and dedication towards her clients has been exceptional.”

“She demonstrates a high level of understanding and care when dealing with complex financial situations. The team at Perks are well-equipped to handle a multitude of scenarios for their clients who are seeking better ways to manage their wealth.”

Nidal Rasheed, Managing Director, Silvertail Property Group

 


“When I decided to use property as my strategy for wealth creation, I approached Perks to assist in restructuring my finances…”

“…to enable me to purchase an investment property that would not place undue strain on my cash flow. This was a daunting process for me, but it was the Perks Banking and Finance team’s ability to ensure I had all the information I needed to make such a big decision, including understanding me personally, that helped me through the process. When making decisions that involved my future, I was very happy to have Vera Bowker and the Perks Banking and Finance team along with me.”

Chris Barber, Principal Policy Consultant

Insurance/Risk Management


“Thanks for your help and support during the last 6 months.”

“We both appreciate the role Perks has played, firstly in making sure Matt was covered in the first place, and now throughout the claim process.”

Matt & Alison Pincin, Matt’s Carpentry