Periapt Advisory

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.

Jacie was excellent! She was so knowledgeable across all areas of finances. I got so much out of our meeting, it helped me make a tough decision I was struggling with, based not only on the figures, but she has a great grasp of other life factors at play too. She provided a total overview regarding super and taxes as well, and I came away feeling more confident in achieving my financial goals. I would highly recommend a meeting with Jacie.

I am so glad friends recommended Jacie from Periapt Advisory to be my financial advisor. Transitioning into retirement became a reality ! Jacie is extremely knowledgeable and thorough, and does not use the "one size fits all" approach. She and Marco have a unique way of presenting advice that makes it very easy to understand. Money can be very stressful, but I always feel at ease after our conversations. They genuinely want the best result for you - there is no secret commission or hidden agenda, just professional honesty. I would recommend Periapt Advisory to anyone.

Jacie was extremely friendly from the get-go, and it wasn't just the smile and welcome, but the thorough knowledge that helped us listen and trust her suggestions. The team at Periapt are considerate on the customer needs, and the thoroughness of the details helped us formulate a finance plan for our lifestyle. The most impressive part is the transparency of the process and costs. We appreciate that Periapt is built to a business model where customer service and overall experience comes before the frills of marketing jargon.

I became a client of Jacie’s at Periapt Advisory very soon after moving back to Australia after living in the US for 20 years. Jacie was quick to understand my financial situation and guided me through Super, helped me create a budget that worked for me and followed up promptly when I had questions. I love the fact that Periapt is not for profit and always has my best interests at heart. I feel confident that I am in the best of hands with Jacie for the long term.

We had a very positive experience with Jacie and her team at Periapt Advisory. Jacie was very caring and took the time to understand our needs before creating a clear and concise financial plan to help us move forward towards a comfortable retirement. Marco was very friendly, patient and helpful in setting up accounts etc. We would highly recommend Periapt Advisory for anyone looking for professional, independent advice.

I have only had positive experiences with Periapt Advisory. The staff are quick to return emails and extremely thorough with replies. Jacie goes to great lengths to ensure her advice is clear and simple to follow, which is greatly appreciated.