Periapt Advisory
About the Business
Welcome to Periapt Advisory, a leading institution located in Kent Town, Australia. At Periapt Advisory, we specialize in providing comprehensive accounting, establishment, finance, and insurance agency services. As a prominent point of interest in the area, we take pride in offering expert financial guidance to individuals and businesses alike.
Our institution stands out from others in the industry for several reasons. Firstly, our principal financial planner is one of only three members of the Personal Investment and Financial Advice Association (PIFA) in South Australia. This prestigious membership highlights our commitment to excellence and expertise in the field.
One of our key areas of focus is assisting families in navigating the complexities of aged care and finding suitable funding options for accommodation. With our principal financial planner being an ACS Accredited Aged Care AdviserTM, you can trust that we have the knowledge and experience to guide you through this important phase of life.
Choosing the right super fund is crucial for securing your financial future. Whether you prefer retail or industry funds, or are considering establishing or maintaining a self-managed super fund (SMSF), our dedicated team is here to help. Our principal financial planner is a SMSF Specialist AdvisorTM, ensuring that you receive tailored advice specific to your needs.
We understand the importance of minimizing tax payable to maximize your wealth. Our institution is registered with the Tax Practitioners Board as tax (financial) advisers, enabling us to provide you with effective strategies to optimize your tax position.
However, it is important to note that the advice provided on this site is of a general nature and may not be suitable for everyone. We strongly recommend seeking personal financial advice before making any decisions based on the information presented here.
At Periapt Advisory, our mission is to empower you with the knowledge and guidance you need to achieve your financial goals. With our expertise across various financial areas, we are confident in our ability to assist you in building a secure and prosperous future.
Visit us at our convenient location on North Terrace, 68 in Kent Town, Australia, and let us help you navigate the complexities of the financial world. Contact us today to schedule a consultation with our experienced team.
Photos
Location & Phone number
68 North Terrace, Kent Town, South Australia 5067, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have used Periapt Advisory twice now. The advice has been simple to implement and has given me a secure future without any concerns. I would recommend Jacie to anyone interested in moving forward financially."
"Jacie at Periapt Advisory was recommended to me by a friend and has been exceptional in providing my husband and I with a solid financial plan for our future. She and her staff have provided assistance in every aspect of enacting recommendations for which we are very grateful."
"I am extremely happy to say I’ve followed Jacie Taylor’s advice through Periapt Advisory. I only wish I had done this a lot sooner. Jacie has always been very prompt at responding to my queries. I felt that she was genuinely interested in my needs and her approach has been very reassuring. The Statement of Advice provided by Jacie was easy to follow and made a lot of sense. My new fund has already made impressive gains in a very short period. I am more than satisfied by Jacie and Periapt Advisory and would highly recommend Jacie to others."
"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"
"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."
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