Perks Accountants & Wealth Advisers

My partner and I recently bought our first home, and the experience with the Perks finance team was exceptional. Laura guided us through the complexities of buying on a temporary visa, helping us avoid unnecessary stamp duty and making sure we understood every step. Christina kept everything running smoothly—from pre-approval to settlement—handling valuations, servicing calculations, and liaising with the bank. She even followed up post-settlement to confirm everything was in order. Both were professional, responsive, and genuinely cared about our outcome. We felt supported the whole way through and couldn’t recommend Perks Finance more highly.

My partner and I were looking into the finer details of taking over an established business, we sat down with Michael Boffa from Perks who ran us through all of our options and gave us ideas and reassurance in their services. Although we didn't end up going ahead with the purchase of the business, we were in contact with perks the whole time keeping them in the loop. Their prompt communication and attention to detail solidifies their services as an option should we ever need to engage the services like this in the future. Thanks Michael and team.

I've been working with Laura for mortgage broking services for a year or two. She is fantastic, I would highly recommend her!

We use Perks Accounting and have now used Laura in the finance department to assist us in obtaining a mortgage on an existing property. This process was made easy with Laura's excellent communications and powers of persuasions due to us being retired. Other main stream brokers were saying not possible. Definately reccomended.

Working with Laura Tredrea and her team has been an absolute pleasure! The entire process was incredibly smooth and streamlined from start to finish. Laura’s professionalism, communication, and attention to detail made everything feel effortless. She kept me informed every step of the way, ensuring there were no surprises or unnecessary delays. If you’re looking for someone who can take the stress out of the process and deliver exceptional results, I highly recommend Laura. Her expertise and dedication truly stand out!

Rang 3 times. Explained my situation in detail. No return call. Filled in email from website direct to the specific person by referral. No response. Ring again. Receive email over a week later, saying I do not me their criteria of work. In there template response it implies we are here to assist people? Even after they were referred by a peer accountancy business. Thankyou for wasting my time when I could have been trying other avenues. Adelaide is a small town.

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!)