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.

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.

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.

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 (-:

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.

We have been working with Jacie for many years, and her expertise in managing our superannuation and Centrelink affairs has been invaluable. Being in our 70s and 80s, we truly appreciate her clear guidance, patience, and professionalism. She always takes the time to explain things in a way that makes sense and ensures we are making the best financial decisions for our future. We highly recommend Jacie for anyone seeking a trustworthy and knowledgeable financial advisor.

Jacie has been assisting us to get our financial future on track for almost eight years. Before meeting Jacie we were clueless and procrastinating, with no financial direction. We eventually decided to enlist the help of an expert. Our most important requirement was that the advice be independent. Fortunately Jacie came to the rescue! She listened attentively to our needs, assisted us with sound advice and formulated a detailed plan that has allowed us to enter retirement with confidence, peace of mind, and in comfort. Jacie is a good communicator with a warm, caring and supportive manner. She always gives us her full attention and responds promptly to our queries. This is a partnership, each accountable to one another. We consider ourselves extremely lucky and fortunate to be clients of Jacie.