Perks Accountants & Wealth Advisers

A very professional and helpful organisation. The advice I have received is excellent and the attention to detail also splendid. My wife and I enjoy working with a trusted proffesional like Simon.

Laura was great, made every step so easy! Will definitely recommend

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 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👍😁

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 and the Perks Finance team – always a seamless and easy to work with you!

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.

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 process was seamless. The claims process became a worry I didn't have when facing a significant health concern. Can't thank them enough, can't recommend them more highly!

Perks has given me a unique customer experience. They know what they are doing, they are passionate about it and make it looks so simple. They use the latest technology and gave me a clear picture so I could take an informed choice on my mortgage.

We have dealt with Perks for a number of years now and have always found them to provide excellent prompt and professional service. Would highly recommend their services.

I used Perks Mortgage Brokers recently, their service was always professional, friendly and timely. Highly recommend them.

Excellent to do business with, had a great outcome with the help of Steve Martin. Would highly recommend Perks to anyone who is in the market for financial services.