Why Perks?

Tailored accounting and wealth solutions are our craft

Since Perks was founded in 1981, we’ve established a reputation for excellence in delivering tailored financial solutions to business owners, investors, families and high net-worth individuals. 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.

At Perks, your needs come first

As one of the largest privately-owned accounting and wealth advisory firms in Australia, we operate first and foremost in the best interest of our clients to help them meet their specific objectives. We are able to freely assess and recommend the very best solutions for your specific needs and circumstances as we don’t believe in a one-size fits all approach. We are also not obliged to recommend the service of any one external provider over another, so you can have the confidence that the solutions that we provide are tailored in your best interests.

We provide peace of mind with holistic advice that delivers long-term results

Our commitment is to ensure that the financial decisions you make are based on the most reliable market intelligence and up-to-date reporting. The Perks’ approach considers all areas and circumstances that you need help with – from your business’ bookkeeping right through to your personal wealth. In using this integrated viewpoint on your particular circumstances, your Perks team can provide you with confidence through continuity of advice and in-house integrated specialists that will work together to help you achieve better long-term results.

We invest in the people, services and the latest technology

At Perks we’ve always been proud to lead the way. We don’t rest on our laurels of what we know and what we have achieved – the business environment grows and evolves constantly, so we believe that we should too. That’s why we invest in our business to ensure your team of advisers are equipped to deliver the best, proactive and dynamic service possible.

Our hand-picked teams are already at the top of their field, and are supported to continually to grow their expertise and acumen through our professional development programs.

We also invest in state-of the-art technology and growing our expertise in innovative and best-practice systems so that we can ensure that every aspect of your business and personal finances are geared for optimum performance.

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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