The Coming Together of Two Like-Minded Firms

In May 2020 Wotherspoon Wealth proudly merged with Perks Private Wealth to optimise on the shared vision of both firms – a client-centered ethos that values tailored wealth management.

Our clients can now enjoy even more peace of mind and benefit from richer insights, deeper in-house expertise, off-market investment opportunities and rigorous compliance systems.

Since Wotherspoon Wealth began in 2010, John and Simon created a boutique Private Wealth firm for South Australians seeking highly individualised, strategic investment advice that was tailored to their personal needs.

20 years ago, Perks Private Wealth was founded with the very same ethos of client-centred outcomes – also operating under its own AFSL (Australian Financial Services Licence) and led by the Director-Advisers that work within the business.

Blending our two progressive client-focused firms now creates even greater opportunity to cater for our clients’ unique needs through strengthened resources. Some of these opportunities include possible access to alternative asset classes, a dedicated in-house investment research team and enhanced rigour around systems and compliance.

We are all excited about this next chapter of our journey as Perks Private Wealth and look forward to welcoming you all soon.

Simon Hele, Director & Head, Perks Private Wealth &
Simon Wotherspoon, Director, Perks Private Wealth

Our Difference

As a pioneer in client-first financial advice and wealth management, our first priority is to focus on you.

When it comes to choosing a trusted financial adviser, we believe transparency, honesty, and accountability are the cornerstones of a successful relationship. At Wotherspoon Wealth, we work with you in an ongoing way to help you achieve what’s most important to you. Our mission is to deliver the best financial advice that is tailored to your specific needs and situation.

Tailored, Client-centric Advice

We take the time to understand your needs and wealth creation goals so that we can individually tailor our advice to match.

Collaborative and Holistic Approach

Great advice outcomes require a team approach. We work closely with other key professionals, including accountants, brokers, and lawyers for a collaborative, holistic approach designed to improve certainty in your financial life.

The Complex Made Simple

Our role is to guide you through the challenges and opportunities of the modern financial world, presenting complex information in easy-to-understand ways so you feel confident in your decisions. You can expect honest, straightforward advice based on years of experience.

Our Financial Planning Services

Your investments are a part of a bigger picture. All aspects of your financial life are considered within our comprehensive financial planning and collaborative advice service.

Our Financial Planning Team

We are greater than any one individual and proud of our collective team.

It’s no secret that we have access to world-class tools and services, but our first strength lies in our people. Our advisers are highly qualified, accredited professionals with diverse skill sets and a passion for lifelong learning and development.

We know that your time is valuable, which is why we’re proudly focused on providing excellent financial advice and client service that helps make your financial decisions easier and that much more effective.

If you want to work with passionate professionals who can help you take control of your entire financial house, we’d love to hear from you.

Simon Wotherspoon

Director

Samantha Harrison

Associate Director

Samuel Garreffa

Adviser

Elly Surman

Graduate Adviser

Stacey Leddra

Client Services Manager

Sally Barton

Client Services Manager

Erin Farinola

SMSF Administrator