Periapt Advisory

We came to Periapt Advisory with quite specific needs and they were completely satisfied. Jacie was very thorough, guiding us through the process of implementing her advice which saved us thousands of dollars. We will be returning for her advice.

Jacie was absolutely brilliant from the 1st time we made contact right through to the end where she patiently delivered and made sure we fully understood our statement of advice.
Due to being fully independent Jacie seeks the products that best suit your needs, not the product that pays the biggest commission like other financial advisers I've seen in the past.
Well done Jacie, I'll be sure to recommend you to family and friends seeking a friendly and genuinely independent financial advisor.

Jacie was absolutely brilliant from the 1st time we made contact right through to the end where she patiently delivered and made sure we fully understood our statement of advice.
Due to being fully independent Jacie seeks the products that best suit your needs, not the product that pays the biggest commission like other financial advisers I've seen in the past.
Well done Jacie, I'll be sure to recommend you to family and friends seeking a friendly and genuinely independent financial advisor.

Jacie clearly cares about your journey, which she demonstrates by setting enough time aside to get to know you in your first session. Her professionalism, intelligence and thoughtful advice reassures you that you are in the right hands. Jacie was very supportive of our financial education by ensuring that we understood relevant products to our situation. This has enabled us to make informed decisions around our finances. She showed her ethics by carefully providing advice and letting us know where she could not give more information for various reasons. If she could not give the answer, she pointed you in the right direction of where you could access the information you were seeking. I highly recommend Jacie if you are looking for advice and guidance from an independent financial advisor.

I went to see Jacie recently and followed her excellent advice to change to another fund. She listened to my concerns and expectations and came up with a brilliant plan. I couldn’t be happier with the guidance and am delighted with the service she gave me.

Jacie Taylor is brilliant and inspiring. She is the only ‘Not for Profit’ financial advisor in the country. That tells you all you need to know about her honesty and ethics. She is a trailblazer. Jacie works out of Adelaide but I just used Zoom for my consult. She is impressively well credentialed. I was unsure about whether or not I even needed an advisor, because I have a good level of financial literacy, but wow, was it worth it. She answered questions I did not know I had and her advice will add a significant amount to our retirement income. I am also very relaxed about it all now. I know she is right. I am a Mathematician and so my skills in money matters are somewhat honed, but there was so much information I simply did not have. A zoom consult that answered all my questions and more, and gave me the confidence to move forward, cost less than $400. That’s incredible. I could have opted for the Statement of Advice, which would have made more money for her firm, but she advised me against it. Even the name is cool. Periapt means a charm or an amulet. https://www.periapt.com.au/about-us/
I want Jacie’s business to grow and employ dozens of advisors like her. The winner here is anyone who sits and listens to her. Jacie, you are an inspiration to girls in STEM everywhere.

Very happy with the estate planning services - thanks very much

Jacie quite simply exceeded our expectations and we refer her to any of our friends or colleagues who need financial advice.

Jacie was awesome, explained everything at my speed and was highly flexible with phone meetings as I live interstate. Great job Jacie - thanks again

Jacie was awesome, explained everything at my speed and was highly flexible with phone meetings as I live interstate. Great job Jacie - thanks again

Jacie clearly cares about your journey, which she demonstrates by setting enough time aside to get to know you in your first session. Her professionalism, intelligence and thoughtful advice reassures you that you are in the right hands. Jacie was very supportive of our financial education by ensuring that we understood relevant products to our situation. This has enabled us to make informed decisions around our finances. She showed her ethics by carefully providing advice and letting us know where she could not give more information for various reasons. If she could not give the answer, she pointed you in the right direction of where you could access the information you were seeking. I highly recommend Jacie if you are looking for advice and guidance from an independent financial advisor.

When approaching my recent retirement, I was somewhat
apprehensive about engaging a suitably qualified financial
advisor. Upon being introduced to Jacie and her team
however, they supported me through each step of the
implementation process; the Statement of Advice ensured
my plans received independent financial advice
commensurate with my needs. They readily answered my
many questions, highlighted progressive stages within given
timelines and always rechecked the final steps.

Jacie and her team’s patient guidance throughout the entire
process was most reassuring.

I will be recommending Jacie’s services.

I am extremely happy to have followed Jacie’s advice at Periapt Advisory. I only wish I had done this a lot sooner.
Jacie has always been very prompt in responding to my queries. I felt that she was genuinely interested in my needs and her obvious expertise has been very reassuring.
The Statement of Advice provided by Jacie was surprisingly easy to follow and made a lot of sense.
My new fund has already made impressive gains in a very short period.
I am so impressed with Jacie and Periapt Advisory and would highly recommend Jacie to others.

We were very keen to have genuinely independant advice for financial planning. Working with Jacie was a pleasure, she was very thorough, simplified concepts for us, and set us a plan that is achievable, tailored to our situation and meets our purpose. Very highly recommended.

My consultation with Jacie was truly valuable. Jacie was so personable and really got to know who I was and what drives me, and then shared a great breadth of options that I could start investigating myself. She also showed me some great options I hadn’t thought of myself. I feel empowered to forge my own journey, and will definitely seek Jacie’s advice in future if I need. Thank you Jacie!

My partner and I were extremely pleased with Jacie and her process. She ensures you understand what she is saying before, during and after her recommendations. We really felt like she listened to our requirements and tailored a solutions especially for us, and felt secure that as an independent, the advice wasn't bias. Jacie is very knowledgeable, but also lovely and personable, and she made our financial planning less daunting, so thank you Periapt!

We found it a pleasure dealing with Jacie Taylor. After dealing with other advisers we found it pleasing to deal with an independent advisor with focus solely on providing good client advice rather than future commissions. Would recommend to family and friends.

I went to see Jacie at Periapt on the advice from family Jacie has listened to my concerns worked through everything even when I sent her some curve balls during this time her understanding of the industry was incredible and very professional she explained everything in detail spending more than enough time helping me I couldn't be happier with the advice and guidance Jacie gave A1 Independent Financial Advisor would highly recommend to family and friends Thank you Jacie Cheers Susan

We really valued the completely independant advice that Jacie gave us in relation to financial planning. She worked only on our behalf and the end result was a plan that was very easy to read, comprehensive and could be implemented step by step. I would recommend Jacie to friends and family looking for independant financial advice

Jacie was absolutely brilliant from the 1st time we made contact right through to the end where she patiently delivered and made sure we fully understood our statement of advice.
Due to being fully independent Jacie seeks the products that best suit your needs, not the product that pays the biggest commission like other financial advisers I've seen in the past.
Well done Jacie, I'll be sure to recommend you to family and friends seeking a friendly and genuinely independent financial advisor.

Highly recommend Periapt Advisory for honest totally independant advice. Not driven by sales targets or pushing financial products, like other advisors I have seen in the past.
Advice tailored to suit your personal situation.

We are approaching retirement and contacted Jacie to better understand the options and considerations for our financial planning. Jacie took the time to understand our situation, what we were seeking to achieve and what that meant for us financially. Jacie then prompted us with things to consider and recommended resources. Even though we had done a lot of investigation of financial and retirement planning ourselves and attended seminars, etc, Jacie was able to identify several beneficial options we had not considered previously and explained other retirement and financial options/regulations that we had not understood well. We were exceptionally pleased with the service that Jacie provided and highly recommend Periapt to others.

We were very keen to have genuinely independant advice for financial planning. Working with Jacie was a pleasure, she was very thorough, simplified concepts for us, and set us a plan that is achievable, tailored to our situation and meets our purpose. Very highly recommended.

Periapt Advisory and Jacie Taylor have provided me with the knowledge and expertise I needed to make better informed decisions moving forward.
I also want to give a huge shout out to Marco, who has gone above and beyond to respond so quickly and informatively whenever I had a query or concern. Thanks so much Marco for validating my queries and reassuring me that I was on track. Marco, you have been an amazing help, again, thank you very much.

I went to see Jacie recently and followed her excellent advice to change to another fund. She listened to my concerns and expectations and came up with a brilliant plan. I couldn’t be happier with the guidance and am delighted with the service she gave me.

Jacie clearly cares about your journey, which she demonstrates by setting enough time aside to get to know you in your first session. Her professionalism, intelligence and thoughtful advice reassures you that you are in the right hands. Jacie was very supportive of our financial education by ensuring that we understood relevant products to our situation. This has enabled us to make informed decisions around our finances. She showed her ethics by carefully providing advice and letting us know where she could not give more information for various reasons. If she could not give the answer, she pointed you in the right direction of where you could access the information you were seeking. I highly recommend Jacie if you are looking for advice and guidance from an independent financial advisor.

On meeting Jacie I immediately felt at ease due to her warm and friendly manner, as well as the relaxed, inviting atmosphere of her rooms. Jacie spent time making sure she knew exactly what I wanted, and came up with the perfect plan for me; and not only patiently explained it in terms that were easy to understand, but provided all the written information I needed, plus copies of all the documents I needed to access to put her plan into action. Knowing she is an independent adviser gave me the confidence that I would recieve the best advice I could get. Jacie put me totally at ease about my retirement, when previously I had been very anxious about it. Jacie is a delightful person with amazing knowledge, and I have recommended her to many friends. Thanks Jacie. I'll be eternally grateful.