Periapt Advisory
72 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
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Website
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Suite 3/68 North Terrace, Kent Town SA 5067
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Toilets
- Wheelchair-accessible toilet
- LGBTQ+ friendly
- Transgender safe space
- On-site services
- Online appointments
- Appointment required
Recommended Reviews
Amanda Jurisevic
22.10.2023
Periapt Advisory
Periapt was fantastic at helping us to understand where our family’s finances are at, and the insurances we need to live well if something were to happen. We went from sort of understanding where we were at financially, to having direction and a long term plan. Thank you Jacie and Marco - you went above and beyond!
Liz Waldron
15.09.2023
Periapt Advisory
I met with Jacie a few months ago to see if Periapt Advisory could assist me with my finances. I have been more than happy with her advise & understanding of my financial position. Her help has set me on the right path to a comfortable transition to retirement. I am very thankful for her professional advise & her hard work to assist me with achieving my goal.I must also thank Marco who is always available on the phone to assist with any enquiry, even if you think it’s a silly question.I highly recommend Periapt Advisory.Liz
Kevin Walton
02.09.2023
Periapt Advisory
We were looking for impartial advice that would give us confidence and peace of mind for our financial future. We found Jacie's holistic approach reassuring and clear in explanation, with all of our questions answered. There is no doubt that if we need advice in the future, we will return to Jacie. Both Jacie and Marco are easy to talk to and down to earth. We have recommended their services to family and friends without hesitation. Thanks Jacie and Marco, we're so pleased that we engaged your services for such important advice.
Renata S
22.08.2023
Periapt Advisory
Based on previous experiences I thought all financial advisors were the same - smoke and mirrors, confusing information, superfluous fluff and ongoing fees. Jacie Taylor blew out the smoke and broke the mirrors. She’s real, personable and smart. From the initial consult there was a genuine desire to demystify the jargon and work with me to secure the best possible outcomes based on my financial situation. Jacie spoke with clarity and enthusiasm and if I didn't quite grasp everything, she produced a comprehensive step by step document which summarised it all. Her partner Marco ensured the process went smoothly from start to finish and did so with patience and good humour. Everyone should have a Jacie and Marco as their financial guides.
Andrew Barker
05.08.2023
Periapt Advisory
Jacie and Marco were a pleasure to deal with. Excellent professional independent financial advice given to us. I have no hesitation in recommending Periapt to our family and friends or anyone interested in obtaining truly independent financial advice.
Emma Childs
31.07.2023
Periapt Advisory
We found Jacie after searching for an independent Financial Advisor. Jacie well and truly exceeded our expectations and was fantastic to deal with throughout the whole process. We felt very comfortable dealing with her. She was always completely transparent, not pushy at all and no question was too little for her to answer. She instilled confidence in us and showed us several ways we would be able to achieve all of our financial goals (some of which we didn’t even think would be possible). Marco was also fantastic to deal with, and both he and Jacie always provided us with prompt responses. We would (and have already) highly recommend Periapt to anyone looking for fantastic financial advice.
Manuel Kefalas
31.07.2023
Periapt Advisory
Had such a great experience with Periapt. Jacie was so thorough and helpful with what I required. She paid such attention to detail to our situation and completely tailored her advice to our needs. Most pleasing part was the Finance advice was written in plain language and big thank you to Marco with being available and returning calls if we had any queries. Highly recommend Periapt
Peter
27.07.2023
Periapt Advisory
Our Experience with Periapt and Jacie has been brilliant. We have modified our super based on the advice we have received and have great confidence we are now on the track to a comfortable retirement. Jacie's ability to put things in understandable terms and present a clear report on our needs and subsequent investment plans is exceptional. We cannot recommend Periapt and Jacie more highly. As an independent advisor Jacie offered solutions tailored to our needs with no bias based on kickbacks or commissions. Peter and Verity
Alicia Slusarski
23.07.2023
Periapt Advisory
I recently saw Jacie at Periapt Financial Services and was extremely happy her friendliness, professionalism and dedication in helping me achieve my financial goals. She possesses a wealth of knowledge and expertise in the financial industry and took the time to understand my goals and provided solutions that aligned with my objectives.In the follow up to the advice both Jacie and Marco have been available to answer all my questions, they have simplified complex financial concepts for me and are guiding me through the entire process with patience and clarity.I wholeheartedly recommend them to anyone in need of independent, reliable and trustworthy financial advice.
Marie Holland
22.07.2023
Periapt Advisory
After some research to find an independent advisor we made an appointment to speak with Jacie. Marco took the call and was extremely helpful. We have been very pleased with the advice and the help from both Jacie and Marco to work through the steps to set things in place. I have recommended Periapt Advisory to friends and family and have no hesitation in continuing to do so.Marie & Stephen
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Suite 3/68 North Terrace, Kent Town SA 5067
Periapt Advisory