As of May 1, 2020 Wotherspoon Wealth proudly merges with Perks Private Wealth to expand on the shared vision of both firms – a spirit of a tailored approach and putting the needs of our clients front and centre.
The combined expertise of both firms will see our clients benefit from salient insights, deeper in-house expertise, off-market investment opportunities and piece of mind provided by rigorous compliance frameworks and systems.
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Since Wotherspoon Wealth was formed in 2010, John and Simon created their boutique Private Wealth firm to cater to South Australians seeking highly individualised advice that was tailored to each client’s needs.
20 years ago, Perks Private Wealth was established with the very same ethos, operating under its own AFSL (Australian Financial Services Licence) and with its direction led by the Director-Advisers that work within the business.
Now, the coming together of our two forward-thinking, client-focused firms allows us even greater opportunity to cater to our clients’ unique needs through stronger combined resourcing. Some of these opportunities include access to alternative asset classes, a dedicated in-house investments research team and enhanced rigor around systems and compliance.
We are all excited about this next chapter of our Teams’ journey as Perks Private Wealth and look forward to welcoming you all soon.
Simon Wotherspoon, Director Perks Private Wealth
Simon Hele, Group Director Perks Private Wealth
We believe in honesty and transparency, so with this in mind, here are some of the questions that we’ve been asked:
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