Periapt Advisory

I had a great experience working with Periapt Advisory. Jacie is very knowledgeable, especially when it comes to superannuation, and provided insights that I wouldn’t have been able to work out on my own. She also shared valuable information about Super SA Triple S Scheme, which I wasn’t aware of before. Her advice was clear, practical, and easy to understand. Most importantly, I really appreciated her perspective—encouraging me to focus on what I genuinely value in life, rather than just chasing money. That made the whole experience feel more meaningful and aligned with my long-term goals. I would definitely recommend her to anyone looking for thoughtful and trustworthy financial advice.

Sixia LI

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We received a fantastic service from Periapt, as did my mother who is in a very different phase to us with her finances. Periapt took the time to understand our goals and needs, provided highly tailored and easy to understand advice, and implemented all the aspects that we weren't confident with. We're now all set until we approach retirement, our money is working harder for us in the meantime and we're saving a fortune in avoided management fees. Plus they are very friendly! Highly recommend regardless of your level of financial literacy or stage or life.

Sophie Ransom

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Jacie was fantastic — you can genuinely feel how passionate she is about helping her clients. She took the time to understand our situation, explained everything with care, and made us feel supported. We walked away with clarity and confidence. Highly recommend.

Hobo Aristocrat

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I highly recommend the service that Jacie provides. I had some ideas about what I wanted to do but wasn't confident I could self manage what needed to be done. Jacie took the time to fully understand my situation and she was able to provide a lot of useful information that opened my eyes to a better way that I could structure my finances to help meet a large short term goal as well as set myself up properly to maximise savings and minimise tax for retirement. Jacie's focus on was on educating me and helping me achieve my goals, not on trying to sell me something I didn't need. Great service, great integrity and she makes a good cup of coffee too (-:

John C

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I highly recommend Jacie and the team at Periapt Advisory. From the very first meeting, Jacie made me feel like more than just a client, she took the time to truly understand me as a person. Her genuine care and thoughtful approach gave me peace of mind, not only for my own future but for my family's as well. When my circumstances changed and I needed to reevaluate my financial plan, Jacie guided me through the process with care and expertise, ensuring I felt supported and informed. Marco was also fantastic, keeping me updated throughout the entire journey and helping me set up my investments with clarity and confidence. Jacie’s professionalism and expertise stood out from the start. She put together a clear, expertly designed financial plan to guide me into retirement, and her knowledge and strategic approach gave me confidence that I can achieve the things that matter most to me. She truly gave me peace of mind. If you have been putting off looking at your financial future, I strongly recommend Periapt Advisory. Here, you will find financial advice that is not only expert-driven but also tailored to your unique needs. I highly recommend Jacie, Marco, and the wonderful team at Periapt Advisory.

Laura

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