Inside every business owner is an explorer, seeking a promised land of independence and prosperity. Our goal at Perks is to guide you there. Director Simon Hele in conversation with Magellan CIO, Hamish Douglass on the US Election, Market Speculation & More.
We specialise in providing advice to privately owned businesses and their owners through sophisticated business services such as advisory, accounting, audit, finance, cloud solutions, HR and recruitment.Within the one firm, Perks offers a complete range of professional advice for businesses and their owners.
We specialise in providing advice to privately owned businesses and their owners through sophisticated business services such as advisory, accounting, audit, finance, cloud solutions, HR and recruitment.Within the one firm, Perks offers a complete range of professional advice for businesses and their owners.
Services
At the heart of every business and individual is an explorer, seeking a promised land of independence and prosperity. Since Perks was founded in 1981, we've established a reputation for helping others Discover Success through our sophisticated advisory, private wealth and business services.
As one of the largest privately-owned accounting and wealth advisory firms in Australia, we always operate in the best interests of our clients to help them meet their specific financial and business objectives.At Perks, we firmly believe that the cornerstones of professional and personal success are founded on strong relationships, a strategic mindset and leadership.
As one of the largest privately-owned accounting and wealth advisory firms in Australia, we always operate in the best interests of our clients to help them meet their specific financial and business objectives.At Perks, we firmly believe that the cornerstones of professional and personal success are founded on strong relationships, a strategic mindset and leadership.
Maybe you are looking for a fully-integrated HR On Demand service to cover off all of your business' varied recruitment, people and culture needs. Whatever your specific needs are, our Perks team is equipped to assist, so you can enhance your capabilities in a specific area with a single service, or integrate any number of services that we offer to achieve a better outcome for your business.
Your Perks accountancy team will thoroughly consider and advise on every aspect of your tax, auditing, bookkeeping and financial systems, to ensure that you are getting the most complete view of your business. Our team is equipped to thoroughly consider and advise on every aspect of your tax and compliance needs, to ensure that you are getting the most complete view of your business.
Strategic advisory for Mergers & Acquisitions, Valuations, Business Restructures & much more. Our Corporate Advisory service delivers tailored strategic advice and creative financing solutions to corporate and privately-owned businesses. We combine local knowledge and industry expertise; with the ability to provide holistic perspectives and access to a variety of capital sources to suit business owners.
Experienced business advisers that have helped grow SMEs, NFPs, private businesses & family businesses. Strong business outcomes come from careful planning and a clear strategic direction. Whether you're seeking to grow your efficiencies, deliberating on a key investment or you are looking for advice to sharpen your current operations, we can help make a significant difference to your bottom line.
Reviews (10)
Chris Barber
Oct 20, 2021
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I came to Perks for advice on insurance when I chose to invest in a second property. I met with Eddie Bell, we discussed my circumstances and what I wanted for the future. Eddie prepared three options based on our discussions each with a slightly different level of cover and associated cost. I made a decision and Eddie took it from there. Three years later, I received a significant diagnosis and when I contacted Eddie that I would like him to look into making a claim for me, nothing could have been easier. I genuinely felt like Eddie, Jill and the team at Perks were part of my team and the claims
Kye Mickan
Jul 21, 2021
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Fabio B.
May 24, 2021
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Positive: Professionalism
Perks Finance assisted us with our First Home Loan, and we highly reccommend them. The communication with the Team at Perks was always very clear and transparent, professional and friendly at the same time. We were able to get the best product on the market that fit our needs, in a very timely matter. Thanks guys👍😁
Perks Finance assisted us with our First Home Loan, and we highly reccommend them. The communication with the Team at Perks was always very clear and transparent, professional and friendly at the same time. We were able to get the best product on the market that fit our needs, in a very timely matter. Thanks guys👍😁
Paul Bolton
May 22, 2021
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We have been with Perks for all our financial needs for 7 years and have nothing but praise for the team and service we have received. We recently secured a mortgage with them; the communication was excellent (Thanks Tom and Steve!) and the end result was just what we wanted.
Perks are not the cheapest but, as with many professionals, it is usually worth paying that little extra for better advice. Their knowledge of the intricacies of tax law has saved us much more than we have paid in fees. Give Perks a try!
(I am in no way affiliated with Perks by the way, just an impressed customer!)
Perks are not the cheapest but, as with many professionals, it is usually worth paying that little extra for better advice. Their knowledge of the intricacies of tax law has saved us much more than we have paid in fees. Give Perks a try!
(I am in no way affiliated with Perks by the way, just an impressed customer!)
Simon Linke
May 15, 2021
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Chris Waite
Feb 18, 2021
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Phillips Family
Feb 17, 2021
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Positive: Professionalism
Steve and Bruce were excellent in helping me find the most appropriate finance to purchase my house in Melbourne during Covid. Their thorough approach, excellent communication and fantastic follow up made them so good to deal with. They even called me to congratulate me moments after the property settled. Thanks Guys!
Steve and Bruce were excellent in helping me find the most appropriate finance to purchase my house in Melbourne during Covid. Their thorough approach, excellent communication and fantastic follow up made them so good to deal with. They even called me to congratulate me moments after the property settled. Thanks Guys!
Greg Ennis
Jan 26, 2021
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I have enjoyed a long association with Perks for over 40 years and have watched the business grow.
During this time I have built a number of relationships including an excellent one with Peter Edmonds. Peter’s advice and support in relation to professional insurances has been outstanding.
It has been a joy to be able to trust in Peter’s recommendations safe in the knowledge that my Life Insurance, TPD and Income Protection needs have always been taken care of such that I can focus on my business and family.
I recommend Perks and Peter to anyone in prudent financial planning and risk management
During this time I have built a number of relationships including an excellent one with Peter Edmonds. Peter’s advice and support in relation to professional insurances has been outstanding.
It has been a joy to be able to trust in Peter’s recommendations safe in the knowledge that my Life Insurance, TPD and Income Protection needs have always been taken care of such that I can focus on my business and family.
I recommend Perks and Peter to anyone in prudent financial planning and risk management
Guillaume Leroux
Nov 12, 2020
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Aaron Drogemuller
Jun 18, 2020
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We worked closely with Bruce and the Perks Finance team over a number of years and recommend their work highly.
Most recently, Bruce assisted us with the purchase of our next investment property. He reviewed all the options for us and provided a clear and easy to understand recommendation. He then liaised directly with the bank on our behalf, answering all their questions and providing them with all the information they needed in a very timely manner. Even though the timeframe we were working with for settlement was tight, with Bruce’s assistance we met it with ease.
Thanks very much Bruce
Most recently, Bruce assisted us with the purchase of our next investment property. He reviewed all the options for us and provided a clear and easy to understand recommendation. He then liaised directly with the bank on our behalf, answering all their questions and providing them with all the information they needed in a very timely manner. Even though the timeframe we were working with for settlement was tight, with Bruce’s assistance we met it with ease.
Thanks very much Bruce
