Financial Planning Adelaide | Wealth Management

Strategic Financial Planning

Because all our clients are unique, our financial planning process starts with some time spent understanding what’s most important about money to you. We value the trust you place in us and we’re committed to providing objective recommendations in your best interests.

Our collaborative team works to align your financial affairs to your unique goals and objectives.

Utilising our diverse in-house specialist skills, your comprehensive financial plan may include:

Advice about asset structuring
Effective use of Superannuation, including Self Managed Super Funds
Risk Profiling, Asset Allocation and Portfolio Construction Advice
Tailored Investment Advice (Retail and Wholesale)
Retirement Planning
Succession Planning
Capital Projections

Asset Allocation & Portfolio Construction

Our investment methodology starts with you, the most important aspect of the investment process. A strong strategic investment foundation starts by clarifying your financials goals and objectives, risk tolerances, time horizon and unique circumstances.

We believe diversification, actively managed across asset classes and sectors, enhances potential returns. It reduces the impact of ‘bubbles’ and the potential for permanent capital loss, or unacceptable portfolio volatility.

A well designed portfolio limits risk with appropriate diversification while investing with conviction to avoid dilution. We avoid trading for its own sake based on next quarter’s earnings. Our focus is on evidence, rather than anecdote because the benefits of a long-term view can be destroyed by undue emphasis on short-term high returns and yearly performance.

We work to provide certainty in your financial life by implementing and managing multi-asset class portfolios that are designed to be resilient through all market conditions.

Private Investment Deals

From our strong local perspective, Perks Private Wealth leverages a strong network of global relationships. With the guidance of your Perks Adviser, our institutional grade private offering provides access to experts with global significance and reach.

Many of our clients never imagined they’d one day own a shopping centre or even a global port, but now they do. The advantage of unlisted assets is that they can be unique investment opportunities with more resilience to market fluctuations.

For eligible clients, our investment recommendations may include sophisticated wholesale investment offers. These alternative, unlisted assets are a Perks specialty, not normally available to retail investors through mainstream structures.

We believe effective diversification achieves strong risk adjusted long term returns. Our dedicated in-house investment research team regularly undertakes due diligence on wholesale offers to identify opportunities that can better deliver on your financial objectives.

Direct Equities

We provide institutional grade management of direct Australian equity portfolios. Guided by our in-house investment committee and proprietary multi-asset class model portfolios, your adviser can tailor a portfolio including direct ASX-listed securities, to meet your income and long-term capital objectives.

We’ll work with you to ensure your portfolio draws on the full range of investment opportunities available both domestically and internationally. Our speciality in ASX-listed securities gives you access to our highest conviction ideas from comprehensive ASX research to uncover the best investments within the ASX 200.

How we work:

Tailored, client-centric advice

Since Perks Private Wealth was founded in 2000, our fee-for-service wealth management services has focused on tailored, client-centric advice. An early pioneer in boutique wealth management space and wary of vested interests, we’ve always operated through our own Australian Financial Services License (AFSL), led by Director-Advisers working within our business.

We take the time understanding your needs and wealth goals so we can tailor our advice to match.

When it comes to choosing a trusted financial adviser, transparency, honesty, and accountability are the cornerstones of a successful relationship. Your Perks adviser works together with you to ensure ongoing achievement of what’s most important to you.

We provide high quality, objective advice that is always in your best interests.

Collaborative & considered approach

Our access to world-class tools and services is no secret but our strength really lies in the quality of our people. Perks Private Wealth Advisers are highly qualified, accredited professionals with diverse skills and a passion for development through lifelong learning.

Great advice outcomes require a collaborative team approach working closely with other key professionals like accountants, brokers, and lawyers to ensure a holistic approach that improves certainty in your financial life.

Clarity & simplicity

We aim to present complex information in an easily understood manner, so you can feel confident about your personal wealth decisions with greater financial certainty.

In guiding you through the challenges and opportunities of the modern financial world, we make complex information readily digestible, so you feel confident about your decisions. Our Advisers focus on giving you honest, straight-forward advice, based on years of experience and deep understanding of the tenets of successful wealth management.

Disclaimer: Any financial product advice is provided by Perks Private Wealth Pty Ltd (AFSL No. 236551) (“PPW”). The information provided is general in nature and is not personal financial product advice. The information provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to our Compliance & Legal page for PPW’s FSG for contact information and information about remuneration and associations with product issuers.

Simon Hele

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

Peta Nunn

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

Simon Wotherspoon

Simon listens and collaborates with his clients to tailor and maintain their wealth management strategies with multi-asset class portfolios.

Nick Connelly

Nick’s professional mantra is to provide advice that will support our clients in reaching their financial goals.

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.

Miranda Moyle

Miranda is a Senior Adviser within the Perks Private Wealth team, providing private clients with strategic financial planning and investment advice.

Rebecca Jayne

Rebecca is a Senior Adviser within the Perks Private Wealth team and provides private clients with strategic planning and investment advice.

Samuel Garreffa

Samuel is a Senior Adviser within the Perks Private Wealth team with more than 20 years’ experience within the financial services industry.

Coby Faulkner

Coby is an Adviser within the Perks Private Wealth team with more than 13 years’ experience in the financial planning industry.

Christo Hall

As Chair of the Perks Private Wealth Investment Committee, Christo oversees the investment decisions which drive much of our client investment advice. He is also a driving force in the Perks Family Office.