Perks Private Wealth

What Perks Private Wealth does

Perks Accountants & Wealth Advisers is an Australian privately-owned multi-discipline professional services firm founded in 1981 in Adelaide, South Australia, serving more than 5,000 business and individual clients across the state and the Northern Territory through offices in Adelaide, Alice Springs, and Darwin. The firm operates a director-led, relationship-first model in which experienced Directors and Senior Advisers stay hands-on across the client engagement lifecycle.

The firm's service portfolio spans six integrated business lines: Accounting and Business Services (compliance, advisory, audit, bookkeeping); Private Wealth Management under its own Australian Financial Services Licence (AFSL) — established in 2000 — covering investment strategy, SMSF, retirement, succession, and estate planning; Banking & Finance advisory; Tax Consulting (led by a CTA-qualified Director as of 2025); SMSF administration and audit; and the Perks People Solutions subsidiary, which delivers HR consulting, outsourced HR On Demand, executive search, mediation, and workplace investigations. Technology is built on cloud platforms including the proprietary Xeppo portfolio dashboard, the XPlan client portal, and a Xero Platinum Partner cloud-bookkeeping stack — together enabling director-level visibility into client portfolios and integrated advisory across business and personal finance.

Perks generates revenue primarily through fee-for-service professional services engagements, multi-year advisory contracts, and fixed-fee bookkeeping on a monthly cadence. Pricing is not publicly disclosed and is quote-based per engagement. The go-to-market is sales-led with a director-engaged channel supported by content marketing (two podcast series, an insights blog covering tax, superannuation, agribusiness, and wealth topics), community sponsorships, and vertical-specialized industry partnerships — most notably a strategic alliance with the Australian Hotels Association SA — to drive inbound in target verticals (agribusiness, medical, pharmacy, hospitality, property, family business). The firm is privately held under Perks Pty Ltd, with ownership concentrated among Directors and founding partners; no external parent, PE, or VC capital is disclosed.

Name

Perks Private Wealth

Legal name

Perks Pty Ltd

Website

https://perks.com.au

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

101–250 employees

Short description

Perks Accountants & Wealth Advisers is a privately-owned Australian multi-service professional services firm founded in 1981, providing integrated accounting, private wealth (AFSL), tax, banking advisory, audit, SMSF, and HR solutions to 5,000+ business and individual clients across South Australia and the Northern Territory.

Ownership category

akta.pro rank

Product category

Accounting & Wealth Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

Keywords

• Wealth management services
• Accounting advisory
• Tax consulting
• Private wealth advisory
• Self-managed superannuation

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Professional Services - Accounting & Advisory: Comprehensive accounting services including business accounting, tax consulting, audit, and business advisory. Revenue generated through professional service fees for compliance, advisory, and consulting engagements.
2. Private Wealth Management: Wealth management services including investment strategy, retirement planning, succession planning, estate planning, and portfolio management. Operates under its own AFSL with transparent fee-for-service structure.
3. Banking & Finance: Finance and lending advisory services helping clients navigate financing options and structures.
4. People Solutions (HR & Recruitment): HR consulting and recruitment services through Perks People Solutions subsidiary, including customized HR solutions, HR On Demand, training, and executive recruitment.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Perks Private Wealth provides integrated accounting, wealth management, banking & finance, tax advisory, SMSF administration, bookkeeping, audit, and HR consulting and recruitment services to Australian businesses, families, and high-net-worth individuals. Operating under its own AFSL with a transparent fee-for-service model, the firm delivers strategic wealth advisory, portfolio management, succession and estate planning, and specialised industry accounting across South Australia and the Northern Territory.

Product overview

Perks is a multi-service professional services firm offering integrated accounting, wealth management, banking & finance, HR consulting & recruitment, tax advisory, and bookkeeping services. The core offering is anchored by Perks Private Wealth (wealth management and financial planning under its own AFSL) and Perks Accountants (accounting and business advisory). Supporting services include Tax Consulting, Perks People Solutions (HR On Demand, recruitment), SMSF administration, and Bookkeeping (Xero Platinum Partner). The firm also uses proprietary tools including Xeppo for client portfolio visibility and XPlan for client portal access. Services are coordinated across Adelaide head office with regional offices in Alice Springs and Darwin, serving 5,000+ clients across diverse industries including agribusiness, hospitality, medical, pharmacy, property, and professional services.

Differentiator

Problem solved

Functional benefit

Products and services

• Perks Private Wealth
• Perks Accountants Adelaide (Accounting Services)
• Banking & Finance
• Perks People Solutions
• Tax Consulting
• Bookkeeping
• Self-Managed Superannuation Fund (SMSF)
• Audit
• HR On Demand

Quantifiable outcome

• 5,000+ clients served across multiple industries and regions
• +2 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Adelaide Medical Student SocietyminorOthersCommunity partnership supporting medical student development and professional connections.
• Central Adelaide Local Health NetworkminorOthersPartnership supporting healthcare sector connections and professional networks in the Adelaide region.
• Fat Farmers – Rural Health InitiativeminorOthersRural health initiative partnership supporting agricultural community health and wellbeing.
• Australian Hotels Association SAcoreStrategic or Co-development PartnerStrategic partnership with key hospitality industry body supporting members with specialized accounting, HR, and business advisory services tailored to the hospitality sector.
• The Helpmann AcademyminorOthersPartnership supporting performing arts and creative industries through professional development connections.
• Committee For AdelaideminorOthersPartnership supporting Adelaide's business community development and advocacy initiatives.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Insignia Financial (formerly IOOF): Large Australian wealth and advice platform with AFSL-led wealth advisory, superannuation and SMSF offerings; serves the same HNW Australian client pool but at much greater scale and with product-led revenue model.
• BDO Australia: Large mid-tier audit, tax and advisory firm with private-wealth-adjacent advisory practices; broader global footprint and headcount than Perks but overlapping SME and owner-managed client base.
• Crowe Australasia: Top-10 Australian accounting and advisory network offering audit, tax, private wealth and consulting to HNW and SME owner-managed clients; overlapping service breadth with Perks' multi-discipline approach.
• Grant Thornton Australia: Mid-tier audit and advisory firm with advisory services to private businesses and wealth management-adjacent offerings; larger scale and international parentage than Perks.

Direct peers

• Pitcher Partners: Mid-tier Australian accounting, advisory and wealth management network with integrated private wealth services under own AFSL; comparable multi-discipline, privately-owned model serving SME and HNW clients across multiple states.
• HLB Mann Judd: Australian mid-tier accounting and advisory network providing tax, audit, business advisory and wealth services to SMEs and HNW families; similar mix of compliance and advisory revenue.
• Mazars Australia: Mid-tier international accounting and advisory firm serving SME, family business and agribusiness clients with cross-border capability; comparable service mix to Perks across audit, tax and advisory.
• William Buck: Privately-owned Australian accounting and advisory firm with comparable mid-market advisory and wealth-adjacent services; similar privately-held structure, vertical specialisation, and integrated service model.
• RSM Australia: Mid-tier accounting, tax and business advisory firm serving agribusiness, medical, pharmacy and family-business clients across regional and metropolitan Australia with comparable cross-discipline service lines.
• Bentleys Australia: Network of independent Australian accounting and advisory firms offering business advisory, wealth management, and SMSF services to SME owner-managed and family business clients, mirroring Perks' target segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/perks-accountants-wealth-advisers
• Xx.com/PerksAdelaide
• Facebookfacebook.com/PerksAdelaide

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Perks Private Wealth