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Jacie Taylor

Located in Virtual Appointments

Works at Periapt Advisory

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Location

Company name

Year's Experience

Virtual Appointments

Periapt Advisory

6

Contact

on Periapt Advisory's website

About

Periapt Advisory is Australia’s only not-for-profit independent financial advisory.

We provide independent financial advice to Australians at all levels of wealth, developing strategies that suit you and enable you to achieve your goals.

Helping in the areas of investments, superannuation (including SMSFs), social security, retirement, aged care funding, and estate planning.

No commissions or product placement fees; no affiliation with product manufacturers; no fees charged as a percentage of assets.

Just genuine independent financial advice in your best interests. Referred adviser by the Australian Defence Force.

Services

– Retirement Planning
– Wealth Creation
– Superannuation
– SMSFs
– Personal Insurance

Key information

Highest qualification 

Master of Applied Finance (Financial Planning) with Distinction

Industry membership

CIFAA, PIFA, SMSF Association

Indicative Fees

Limited Advice

Initial consultation fee $375

Comprehensive Advice

Usually between $1500-$4000 per person, depending on scope and complexity; discounted for couples as there is overlap in the work involved

Details

Fees are set according to the scope and complexity of the advice.

They are usually once-off, although some clients with particular needs may have the opportunity to be advised on an ongoing basis, and pay fees monthly. All fees are agreed in advance.

As a not-for-profit company we only charge the fees necessary to cover expenses.

Location

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