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Succession Planning

Succession Planning

Confidence in knowing that the future is secured.

Why Perks? Meet our Team

Your Perks team can help you to navigate the complexities of succession planning, including strategic oversight, mediation, trust and estate planning.

We know that all too often, the topic of succession planning can feel like a difficult one at best. Our succession planning specialists have significant experience across a wide range of industries and circumstances and can provide you with the right care, whether you are an individual, operate a family-owned business, or manage an enterprise or foundation.

 

Speak to one of our Succession Planning Directors.

Kim Bigg

Kim Bigg

Kim Bigg is a Director at Perks and a qualified Chartered Accountant. With more than 20 years’ experience as a business adviser, Kim is highly adept at assisting growing and established businesses across a wide range of industries.

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Mark Roderick

Mark Roderick

Insight gained over time, underpins the strength of Mark’s advice and his ability to provide relevant and effective solutions to his business clients.

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Matthew Petersen

Matthew Petersen

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.

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Peta Nunn

Peta Nunn

Peta offers expertise in strategic financial planning, investment management and portfolio administration.

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Simon Hele

Simon Hele

Providing private clients, associations and not for profit organisations with strategic planning and investment advice.

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Samantha Harrison

Samantha Harrison

Samantha’s unique expertise in Chartered Accounting and Financial Planning allow her to take a holistic approach to helping people plan their financial futures and wealth creation accordingly.

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Succession Planning related Insights.

View all insights

Client Story: T.R. Edwards & Co.

Client Story: T.R. Edwards & Co.

17/7/2023

Agribusiness

Fifth generation Port Broughton farming family has set clear goals to ensure the business' continuing success. Read...
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Perks partners with Illuminate Adelaide

Perks partners with Illuminate Adelaide

17/4/2023

Sponsorship Announcement

Perks is proud to announce its new sponsorship of South Australia’s new major winter event, Illuminate Adelaide.
Read more.

What you need to know about Director IDs

What you need to know about Director IDs

10/10/2022

Business Advisory

As of Nov 1, 2021, director ID numbers come into effect for all corporate entities. Here we...
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Perks About Us

About Us

We believe in a world where people & private businesses can grow & prosper.

With over 40 years of succes, our Team is experienced, engaged and motivated to make a positive difference in the world around them. No matter your individual needs or aspirations, you can have the confidence that your handpicked Perks team is focused on growing and protecting your legacy.

We believe that great work is a result of great people and culture, so we invest in the prosperity of our Team Members, business and systems.

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